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
$31.6M
AUM Growth
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$345K
3
+$122K
4
ZIXI
Zix Corporation
ZIXI
+$58.2K
5
KALA icon
KALA BIO
KALA
+$47.1K

Top Sells

1
+$385K
2
+$364K
3
+$222K
4
INN
Summit Hotel Properties
INN
+$204K
5
CASH icon
Pathward Financial
CASH
+$189K

Sector Composition

1 Healthcare 29.58%
2 Technology 19.06%
3 Industrials 16.55%
4 Financials 13.3%
5 Consumer Discretionary 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$799K 2.53%
54,996
-8,675
2
$734K 2.32%
3,554
+16
3
$717K 2.27%
18,787
+85
4
$695K 2.2%
9,597
-2,215
5
$663K 2.1%
23,354
+125
6
$661K 2.09%
21,405
-2,183
7
$649K 2.05%
10,558
-136
8
$608K 1.92%
5,159
-905
9
$593K 1.88%
31,858
+152
10
$593K 1.87%
27,643
-3,894
11
$577K 1.83%
14,467
+67
12
$570K 1.8%
33,993
-22,974
13
$561K 1.77%
8,347
+41
14
$551K 1.74%
48,282
+230
15
$550K 1.74%
20,937
-2,954
16
$522K 1.65%
38,930
+155
17
$517K 1.64%
52,354
+246
18
$517K 1.63%
29,708
+139
19
$500K 1.58%
14,664
+64
20
$490K 1.55%
24,763
+118
21
$489K 1.55%
+38,838
22
$477K 1.51%
23,833
+109
23
$467K 1.48%
54,124
+6,740
24
$462K 1.46%
34,980
+1,909
25
$448K 1.42%
30,551
+171
1
2 3 4 5