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
$1.12B
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$17.2M
3
+$16.6M
4
LAZ icon
Lazard
LAZ
+$15.8M
5
ICUI icon
ICU Medical
ICUI
+$15.4M

Top Sells

1
+$16.2M
2
+$15.9M
3
+$13.9M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$11.2M
5
ERII icon
Energy Recovery
ERII
+$11.2M

Sector Composition

1 Industrials 18.55%
2 Financials 15.84%
3 Healthcare 12.65%
4 Consumer Discretionary 11.64%
5 Real Estate 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.55M 0.23%
+68,243
102
$2.48M 0.22%
56,894
+34
103
$2.42M 0.22%
65,371
+39
104
$2.39M 0.21%
5,628
-1,251
105
$2.37M 0.21%
4,503
+14
106
$2.35M 0.21%
+49,676
107
$2.28M 0.2%
52,729
+31
108
$1.21M 0.11%
+33,370
109
$632K 0.06%
10,118
-1,581
110
$528K 0.05%
5,565
111
$464K 0.04%
12,422
+719
112
$409K 0.04%
+28,850
113
$402K 0.04%
4,344
-149,990
114
$380K 0.03%
+7,696
115
$372K 0.03%
+31,599
116
$289K 0.03%
+2,860
117
$270K 0.02%
11,044
118
– –
-13,942
119
– –
-2,844
120
– –
-36,409
121
– –
-37,111
122
– –
-109,813
123
– –
-136,245
124
– –
-10,184
125
– –
-592,177
2 3 4
5
6