MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.13B
1-Year Est. Return 15.81%
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.5M
AUM Growth
-$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$454K
2
+$421K
3
+$372K
4
ROAD icon
Construction Partners
ROAD
+$359K
5
ALOT icon
AstroNova
ALOT
+$356K

Top Sells

1
+$622K
2
+$483K
3
+$481K
4
GBNK
Guaranty Bancorp
GBNK
+$481K
5
HRTX icon
Heron Therapeutics
HRTX
+$472K

Sector Composition

1 Financials 21.22%
2 Healthcare 19.7%
3 Technology 14.92%
4 Industrials 13.36%
5 Consumer Discretionary 12.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$825K 3.67%
21,233
-12,156
2
$763K 3.39%
29,252
-5,273
3
$669K 2.97%
16,424
-2,868
4
$618K 2.75%
9,255
+2,991
5
$618K 2.75%
13,022
-1,627
6
$610K 2.71%
43,007
+1,075
7
$607K 2.7%
14,151
-2,541
8
$570K 2.53%
5,933
-1,468
9
$566K 2.51%
23,809
+3,474
10
$518K 2.3%
11,519
-2,076
11
$511K 2.27%
2,214
+107
12
$495K 2.2%
14,586
-2,610
13
$490K 2.18%
32,469
-5,797
14
$475K 2.11%
59,653
+28,336
15
$470K 2.09%
8,954
+232
16
$454K 2.02%
+15,199
17
$442K 1.96%
37,897
-6,819
18
$442K 1.96%
84,944
-15,273
19
$435K 1.93%
12,685
-2,278
20
$425K 1.89%
11,214
-1,988
21
$422K 1.87%
22,760
-4,074
22
$421K 1.87%
+23,222
23
$420K 1.87%
609
-110
24
$408K 1.81%
11,952
+3,851
25
$399K 1.77%
9,794
+2,448
1
2 3