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
$23.3M
AUM Growth
+$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$342K
3
+$321K
4
LUNA
Luna Innovations Incorporated
LUNA
+$312K
5
CCLD icon
CareCloud
CCLD
+$294K

Top Sells

1
+$496K
2
+$358K
3
+$331K
4
BLFS icon
BioLife Solutions
BLFS
+$296K
5
MYFW icon
First Western Financial
MYFW
+$253K

Sector Composition

1 Healthcare 30.5%
2 Industrials 17.09%
3 Technology 15.96%
4 Financials 13.25%
5 Consumer Discretionary 12.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$645K 2.76%
1,396
-775
2
$500K 2.14%
31,537
+204
3
$477K 2.04%
64,391
-27,175
4
$449K 1.92%
31,706
+208
5
$448K 1.92%
11,812
+68
6
$439K 1.88%
23,229
+169
7
$437K 1.87%
23,588
+3,381
8
$431K 1.85%
56,967
-65,562
9
$427K 1.83%
8,306
+57
10
$426K 1.83%
6,064
-1,313
11
$423K 1.81%
63,671
+16,402
12
$417K 1.79%
14,400
-10,211
13
$415K 1.78%
23,891
+144
14
$402K 1.72%
14,600
+90
15
$391K 1.68%
29,569
+189
16
$374K 1.6%
26,466
+166
17
$373K 1.6%
9,013
+1,972
18
$368K 1.58%
27,275
+169
19
$365K 1.56%
31,066
+216
20
$359K 1.54%
11,567
+1,964
21
$356K 1.53%
38,775
+211
22
$354K 1.52%
13,212
-816
23
$350K 1.5%
+3,538
24
$348K 1.49%
9,510
+1,461
25
$347K 1.49%
24,645
+4,514
1
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