MIIM
Mesirow Institutional Investment Management Portfolio holdings
AUM
$1.3B
1-Year Est. Return
26.25%
This Fund
S&P 500
1 Year Est. Return
+26.25%
AUM
$1.31B
AUM Growth
+$169M
(+15%)
Holding
142
Top Buys
| 1 | +$18.8M | |
| 2 | +$17.2M | |
| 3 | +$16.6M | |
| 4 |
VBTX
Veritex Holdings
VBTX
|
+$15.4M |
| 5 |
Enovis
ENOV
|
+$14.8M |
Top Sells
| 1 | +$17.7M | |
| 2 | +$17.2M | |
| 3 | +$15.1M | |
| 4 |
AXIS Capital
AXS
|
+$14.3M |
| 5 |
CHX
ChampionX
CHX
|
+$14.2M |
Sector Composition
| 1 | Industrials | 18.88% |
| 2 | Financials | 17.8% |
| 3 | Healthcare | 16.36% |
| 4 | Real Estate | 10.8% |
| 5 | Consumer Discretionary | 7.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Catalyst Pharmaceutical
CPRX
$3B
| $15.9M | 1.22% |
800,798
-133,436
|
|
||
27
Independence Realty Trust
IRT
$3.97B
| $15.8M | 1.21% |
770,556
-39,694
|
|
||
28
Boston Beer
SAM
$2.63B
| $15.7M | 1.2% |
54,334
+1,837
|
|
||
29
Texas Capital Bancshares
TCBI
$4.62B
| $15.7M | 1.2% |
219,803
+31,893
|
|
||
30
Antero Resources
AR
$10.6B
| $15.4M | 1.18% |
538,921
+91,239
|
|
||
|
31
Enovis
ENOV
$1.29B
| $15.4M | 1.18% |
358,602
+342,854
|
|
||
|
VBTX
32
DELISTED
Veritex Holdings
VBTX
| $15.4M | 1.18% |
+585,242
|
|
||
33
Sprouts Farmers Market
SFM
$6.55B
| $15.3M | 1.17% |
139,005
+506
|
|
||
34
First Horizon
FHN
$12.7B
| $15.3M | 1.17% |
985,971
+4,267
|
|
||
35
Hancock Whitney
HWC
$5.93B
| $15.2M | 1.16% |
297,779
+12,414
|
|
||
36
Axalta
AXTA
$7.21B
| $15M | 1.14% |
413,786
+13,665
|
|
||
37
LivaNova
LIVN
$3.63B
| $14.7M | 1.13% |
280,729
-6,527
|
|
||
38
Wayfair
W
$12.1B
| $14.7M | 1.12% |
261,386
+51,422
|
|
||
39
RH
RH
$3.97B
| $14.6M | 1.12% |
43,784
-5,935
|
|
||
40
Interparfums
IPAR
$3.28B
| $14.4M | 1.1% |
+110,875
|
|
||
41
ITT
ITT
$17.8B
| $14.3M | 1.1% |
95,882
+451
|
|
||
42
Calix
CALX
$3.52B
| $14M | 1.07% |
361,677
+3,030
|
|
||
43
AptarGroup
ATR
$8.81B
| $14M | 1.07% |
87,577
+387
|
|
||
44
Howard Hughes
HHH
$4.87B
| $13.7M | 1.05% |
177,529
-38,292
|
|
||
45
Korn Ferry
KFY
$3.55B
| $13.7M | 1.05% |
182,026
+7,056
|
|
||
46
Lantheus
LNTH
$4.3B
| $13.6M | 1.04% |
+124,023
|
|
||
47
Hayward Holdings
HAYW
$3.62B
| $13.6M | 1.04% |
886,651
+35,929
|
|
||
48
Lazard
LAZ
$5.33B
| $13.6M | 1.04% |
268,990
-110,997
|
|
||
49
SouthState Bank Corp
SSB
$10.7B
| $13.5M | 1.03% |
139,021
-62,703
|
|
||
50
TechnipFMC
FTI
$23.9B
| $13.5M | 1.03% |
512,775
+2,295
|
|