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
$15.9M
AUM Growth
-$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$321K
2
+$313K
3
+$300K
4
CDNA icon
CareDx
CDNA
+$281K
5
CHCT
Community Healthcare Trust
CHCT
+$278K

Top Sells

1
+$531K
2
+$459K
3
+$449K
4
FBK icon
FB Financial Corp
FBK
+$400K
5
DZSI
DZS Inc. Common Stock
DZSI
+$396K

Sector Composition

1 Healthcare 25.16%
2 Technology 18.02%
3 Industrials 15.62%
4 Financials 14.23%
5 Consumer Discretionary 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$321K 2.02%
+37,375
2
$313K 1.97%
+10,793
3
$306K 1.93%
23,738
-8,041
4
$300K 1.89%
+38,153
5
$297K 1.87%
7,717
-2,648
6
$287K 1.81%
25,683
+9,319
7
$286K 1.8%
48,031
+13,841
8
$281K 1.77%
+12,890
9
$281K 1.77%
27,784
+1,366
10
$278K 1.75%
+7,271
11
$277K 1.75%
20,636
+3,160
12
$275K 1.73%
7,227
-2,092
13
$274K 1.73%
4,365
-1,821
14
$274K 1.73%
14,621
+3,200
15
$273K 1.72%
28,257
+6,447
16
$270K 1.7%
33,559
+4,854
17
$269K 1.7%
14,081
-770
18
$269K 1.7%
9,069
-92
19
$267K 1.68%
6,542
+819
20
$266K 1.68%
+26,410
21
$264K 1.66%
27,021
-2,441
22
$264K 1.66%
24,321
+5,096
23
$260K 1.64%
15,397
-1,089
24
$258K 1.63%
18,261
-10,918
25
$255K 1.61%
+59,056
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