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
$23M
AUM Growth
-$624K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1 +$334K
2 +$281K
3 +$271K
4
PHX
PHX Minerals
PHX
+$270K
5
STRS icon
Stratus Properties
STRS
+$261K

Sector Composition

1 Industrials 21.24%
2 Technology 20.47%
3 Healthcare 15.82%
4 Financials 12.64%
5 Consumer Discretionary 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$410K 1.78%
31,573
-1,335
2
$402K 1.75%
34,681
+15,082
3
$400K 1.74%
2,475
-100
4
$396K 1.72%
2,343
5
$392K 1.71%
16,187
-9,043
6
$385K 1.67%
8,407
7
$380K 1.65%
5,169
-2,295
8
$379K 1.65%
10,378
-1,415
9
$379K 1.65%
10,487
-1,690
10
$376K 1.64%
60,144
11
$369K 1.61%
26,710
+9,763
12
$368K 1.6%
8,580
13
$359K 1.56%
11,521
-3,269
14
$357K 1.55%
26,214
15
$344K 1.5%
6,676
16
$344K 1.5%
18,380
17
$340K 1.48%
10,137
18
$340K 1.48%
5,329
19
$334K 1.45%
+38,791
20
$330K 1.44%
39,354
-10,845
21
$329K 1.43%
10,152
22
$325K 1.41%
10,513
23
$324K 1.41%
2,542
24
$324K 1.41%
6,788
+2,555
25
$321K 1.4%
12,052