MIIM

Mesirow Institutional Investment Management Portfolio holdings

AUM $1.3B
1-Year Est. Return 26.25%
This Quarter Est. Return
1 Year Est. Return
+26.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$17.2M
3
+$16.6M
4
VBTX icon
Veritex Holdings
VBTX
+$15.4M
5
ENOV icon
Enovis
ENOV
+$14.8M

Top Sells

1
+$17.7M
2
+$17.2M
3
+$15.1M
4
AXS icon
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
FIBK icon
51
First Interstate BancSystem
FIBK
$3.14B
$13.4M 1.02%
437,274
+18,946
NXST icon
52
Nexstar Media Group
NXST
$5.76B
$13.3M 1.02%
80,629
+3,024
GTES icon
53
Gates Industrial
GTES
$6.68B
$13.2M 1.01%
+753,088
ASPN icon
54
Aspen Aerogels
ASPN
$654M
$13.2M 1.01%
477,070
+58,900
QTWO icon
55
Q2 Holdings
QTWO
$3.74B
$13.2M 1.01%
165,499
-118,637
EPAC icon
56
Enerpac Tool Group
EPAC
$2.26B
$13.1M 1%
312,361
+9,685
ELF icon
57
e.l.f. Beauty
ELF
$7.77B
$13.1M 1%
+119,869
DAR icon
58
Darling Ingredients
DAR
$5.01B
$13M 1%
+350,893
KRG icon
59
Kite Realty
KRG
$4.91B
$13M 0.99%
+488,779
AHH
60
Armada Hoffler Properties
AHH
$530M
$12.9M 0.99%
1,193,919
+135,132
HLIO icon
61
Helios Technologies
HLIO
$1.76B
$12.7M 0.97%
266,229
+87,307
HALO icon
62
Halozyme
HALO
$7.84B
$12.6M 0.96%
219,505
-70,300
NWN icon
63
Northwest Natural Holdings
NWN
$1.88B
$12.4M 0.94%
302,729
+59,682
STNE icon
64
StoneCo
STNE
$4.78B
$12.2M 0.93%
+1,085,071
GNTX icon
65
Gentex
GNTX
$5.71B
$12.2M 0.93%
411,239
+12,472
CPA icon
66
Copa Holdings
CPA
$5.13B
$11.9M 0.91%
127,200
+4,813
EVH icon
67
Evolent Health
EVH
$873M
$11.9M 0.91%
+419,418
POR icon
68
Portland General Electric
POR
$4.89B
$11.2M 0.86%
234,262
+9,685
PIPR icon
69
Piper Sandler
PIPR
$5.81B
$11.1M 0.85%
39,264
-4,784
MMSI icon
70
Merit Medical Systems
MMSI
$4.85B
$11.1M 0.85%
112,749
-6,464
NSA icon
71
National Storage Affiliates Trust
NSA
$2.48B
$11M 0.84%
+227,887
SPXC icon
72
SPX Corp
SPXC
$9.09B
$11M 0.84%
68,760
-4,272
VECO icon
73
Veeco
VECO
$1.76B
$10.9M 0.84%
330,341
+140,726
MTH icon
74
Meritage Homes
MTH
$4.99B
$10.8M 0.83%
105,530
-1,976
JELD icon
75
JELD-WEN Holding
JELD
$392M
$10.7M 0.82%
+678,133
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