MIIM
Mesirow Institutional Investment Management Portfolio holdings
AUM
$1.3B
1-Year Est. Return
26.25%
1 Year Est. Return
+26.25%
AUM
$1.3B
AUM Growth
-$9.24M
(-0.71%)
Holding
145
Top Buys
| 1 | +$16M | |
| 2 | +$15.7M | |
| 3 | +$15.5M | |
| 4 |
Synovus
SNV
|
+$15M |
| 5 |
WNS Holdings
WNS
|
+$14.2M |
Top Sells
| 1 | +$17.2M | |
| 2 | +$14.7M | |
| 3 | +$13.7M | |
| 4 |
Lazard
LAZ
|
+$13.6M |
| 5 |
Q2 Holdings
QTWO
|
+$13.2M |
Sector Composition
| 1 | Financials | 20.76% |
| 2 | Industrials | 16.36% |
| 3 | Healthcare | 14.49% |
| 4 | Real Estate | 11.62% |
| 5 | Consumer Discretionary | 10.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Kyndryl
KD
$6.38B
| $23.3M | 1.79% |
672,653
-133,092
|
|
||
2
Fluor
FLR
$7.54B
| $22.3M | 1.71% |
451,929
+859
|
|
||
3
Mercury Systems
MRCY
$4.53B
| $21M | 1.62% |
500,831
+64,283
|
|
||
4
e.l.f. Beauty
ELF
$7.77B
| $20.1M | 1.54% |
159,919
+40,050
|
|
||
5
Prosperity Bancshares
PB
$6B
| $19.7M | 1.51% |
260,924
-619
|
|
||
6
Alaska Air
ALK
$5.46B
| $19.6M | 1.51% |
303,448
-49,423
|
|
||
7
Kemper
KMPR
$3.09B
| $19.6M | 1.51% |
295,029
+615
|
|
||
8
Antero Resources
AR
$9.51B
| $19.4M | 1.49% |
554,234
+15,313
|
|
||
9
Ollie's Bargain Outlet
OLLI
$7.64B
| $19.4M | 1.49% |
176,945
-28,321
|
|
||
10
Blackstone Mortgage Trust
BXMT
$3.06B
| $19.1M | 1.47% |
1,096,110
+223,461
|
|
||
11
First Merchants
FRME
$2.06B
| $19M | 1.46% |
477,013
+197,780
|
|
||
12
Globus Medical
GMED
$8.05B
| $18.5M | 1.43% |
224,266
-765
|
|
||
13
ICU Medical
ICUI
$2.92B
| $18.1M | 1.39% |
116,771
-5,306
|
|
||
14
Hancock Whitney
HWC
$4.68B
| $17.6M | 1.36% |
322,168
+24,389
|
|
||
15
Gates Industrial
GTES
$6.68B
| $17.5M | 1.35% |
852,593
+99,505
|
|
||
16
Selective Insurance
SIGI
$4.94B
| $17.3M | 1.33% |
184,703
+362
|
|
||
17
Simmons First National
SFNC
$2.65B
| $17.2M | 1.32% |
774,619
-156,321
|
|
||
18
Columbia Banking Systems
COLB
$7.28B
| $17M | 1.31% |
629,386
+624
|
|
||
19
First Horizon
FHN
$10.1B
| $16.8M | 1.29% |
834,847
-151,124
|
|
||
20
Kontoor Brands
KTB
$4.71B
| $16.6M | 1.28% |
194,325
-42,328
|
|
||
21
Boston Beer
SAM
$2.44B
| $16.3M | 1.26% |
54,441
+107
|
|
||
22
First Interstate BancSystem
FIBK
$3.14B
| $16.1M | 1.24% |
496,889
+59,615
|
|
||
|
XHR
23
Xenia Hotels & Resorts
XHR
$1.25B
| $16M | 1.23% |
+1,075,515
|
|
||
24
Veritex Holdings
VBTX
$1.66B
| $15.8M | 1.22% |
582,755
-2,487
|
|
||
25
Enovis
ENOV
$1.8B
| $15.8M | 1.21% |
359,674
+1,072
|
|