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
$23.6M
AUM Growth
-$522K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$347K
2
+$316K
3
+$287K
4
NBN icon
Northeast Bank
NBN
+$282K
5
SAMG icon
Silvercrest Asset Management
SAMG
+$279K

Top Sells

1
+$469K
2
+$457K
3
+$338K
4
CSTL icon
Castle Biosciences
CSTL
+$328K
5
SSTI icon
SoundThinking
SSTI
+$298K

Sector Composition

1 Technology 22.1%
2 Industrials 20.88%
3 Healthcare 15.23%
4 Financials 12.54%
5 Consumer Discretionary 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$657K 2.78%
25,230
-9,810
2
$592K 2.51%
32,908
-9,238
3
$499K 2.12%
2,575
-2,360
4
$494K 2.09%
14,790
-747
5
$479K 2.03%
60,144
-3,021
6
$476K 2.02%
12,177
-3,404
7
$458K 1.94%
10,152
-519
8
$440K 1.86%
25,361
-10,023
9
$420K 1.78%
10,513
-3,383
10
$416K 1.76%
7,464
-8,398
11
$381K 1.61%
10,137
-519
12
$376K 1.59%
9,056
-5,762
13
$375K 1.59%
16,947
-1,401
14
$374K 1.59%
2,343
+558
15
$371K 1.57%
6,892
16
$370K 1.57%
11,793
-530
17
$362K 1.54%
18,380
-931
18
$358K 1.52%
24,312
-8,193
19
$349K 1.48%
5,329
-267
20
$347K 1.47%
27,888
-9,936
21
$347K 1.47%
+21,997
22
$347K 1.47%
50,199
-15,300
23
$346K 1.47%
36,922
-1,870
24
$342K 1.45%
26,214
-1,489
25
$331K 1.4%
9,343
-479
1
2 3 4