Mesirow Financial Investment Management, Inc. Portfolio Holdings

Mesirow Financial Investment Management, Inc.

  • $4.94 Billion
  • Q3 2024

Mesirow Financial Investment Management, Inc. has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.94 Billion distributed in 646 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $433M, Apple Inc. with a value of $260M, Vaneck Morningstar Wide Moat E with a value of $227M, Ishares Core S&P Sm Cap ETF with a value of $162M, and Vanguard Whitehall Fds (Vangua with a value of $141M.

Examining the 13F form we can see an increase of $646M in the current position value, from $4.3B to 4.94B.

Below you can find more details about Mesirow Financial Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $4.94 Billion
ETFs: $2.33 Billion
Financial Services: $745 Million
Technology: $595 Million
Healthcare: $270 Million
Communication Services: $229 Million
Industrials: $228 Million
Consumer Cyclical: $207 Million
Consumer Defensive: $187 Million
Other: $150 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$148B
$9.21 Million 0.19% of portfolio
44,540
Q3 2024 Added 109.28%
$25B
$9.41 Million 0.19% of portfolio
89,917
Q3 2024 Reduced 0.69%
$76.4B
$9.3 Million 0.19% of portfolio
35,498
Q3 2024 Reduced 0.09%
$131B
$9 Million 0.18% of portfolio
138,813
Q3 2024 Added 0.35%
$17.2B
$7.87 Million 0.16% of portfolio
78,973
Q3 2024 Reduced 0.37%
$60.1B
$8.06 Million 0.16% of portfolio
128,336
Q3 2024 Reduced 13.59%
$88.4B
$7.53 Million 0.15% of portfolio
185,447
Q3 2024 Added 2.42%
$62.5B
$7.35 Million 0.15% of portfolio
332,527
Q3 2024 Added 2.05%
$82.5B
$6.3 Million 0.13% of portfolio
27,072
Q3 2024 Added 2.14%
$40.5B
$6.52 Million 0.13% of portfolio
144,393
Q3 2024 Added 2.39%
$188B
$6.45 Million 0.13% of portfolio
53,174
Q3 2024 Added 2.44%
$134B
$6.55 Million 0.13% of portfolio
18,136
Q3 2024 Added 1.41%
$163B
$5.82 Million 0.12% of portfolio
129,570
Q3 2024 Added 3.71%
$256B
$5.54 Million 0.11% of portfolio
48,813
Q3 2024 Reduced 32.6%
$29.4B
$4.7 Million 0.1% of portfolio
48,842
Q3 2024 Added 100.16%
$242B
$4.88 Million 0.1% of portfolio
91,769
Q3 2024 Reduced 6.38%
$201B
$5.04 Million 0.1% of portfolio
22,796
Q3 2024 Reduced 6.31%
$72.9B
$4.71 Million 0.1% of portfolio
45,374
Q3 2024 Reduced 0.38%
$45.4B
$4.85 Million 0.1% of portfolio
53,236
Q3 2024 Added 0.1%
$126B
$4.69 Million 0.09% of portfolio
35,918
Q3 2024 Reduced 2.07%
$20.9B
$4.34 Million 0.09% of portfolio
32,130
Q3 2024 Added 99.78%
$140B
$4.47 Million 0.09% of portfolio
13,882
Q3 2024 Added 0.77%
$0
$4.62 Million 0.09% of portfolio
386,400
Q3 2024 Added 0.0%
$0
$4.44 Million 0.09% of portfolio
211,797
Q3 2024 Added 32.55%
$120B
$4.38 Million 0.09% of portfolio
15,836
Q3 2024 Added 5.98%
$83.6B
$4.24 Million 0.09% of portfolio
16,325
Q3 2024 Added 0.98%
$46.5B
$3.95 Million 0.08% of portfolio
38,493
Q3 2024 Reduced 0.25%
$23.5B
$3.75 Million 0.08% of portfolio
6,420
Q3 2024 Reduced 0.56%
$53.9B
$3.97 Million 0.08% of portfolio
36,182
Q3 2024 Added 6.28%
$24.3B
$3.97 Million 0.08% of portfolio
20,694
Q3 2024 Added 2.59%
$174B
$4.08 Million 0.08% of portfolio
14,681
Q3 2024 Added 0.71%
$0
$3.4 Million 0.07% of portfolio
76,443
Q3 2024 Added 0.83%
$139B
$3.42 Million 0.07% of portfolio
29,090
Q3 2024 Added 1.51%
$131B
$3.62 Million 0.07% of portfolio
48,222
Q3 2024 Added 7.02%
$501M
$3.39 Million 0.07% of portfolio
224,699
Q3 2024 Reduced 0.4%
$84.1B
$3.52 Million 0.07% of portfolio
7,129
Q3 2024 Added 0.73%
$66.2B
$3.35 Million 0.07% of portfolio
13,915
Q3 2024 Reduced 3.6%
$88B
$3.33 Million 0.07% of portfolio
8,563
Q3 2024 Reduced 1.63%
$83.5B
$3.07 Million 0.06% of portfolio
14,764
Q3 2024 Added 217.16%
$78.3B
$2.74 Million 0.06% of portfolio
2,610
Q3 2024 Reduced 0.53%
$36.6B
$3.05 Million 0.06% of portfolio
21,842
Q3 2024 Added 113.91%
$21.4B
$3.21 Million 0.06% of portfolio
35,673
Q3 2024 Added 0.36%
$16.7B
$3.02 Million 0.06% of portfolio
23,764
Q2 2024 New
$1.25T
$2.87 Million 0.06% of portfolio
10,978
Q3 2024 Reduced 1.07%
$121B
$3.12 Million 0.06% of portfolio
20,385
Q3 2024 Added 5.52%
$188B
$3.07 Million 0.06% of portfolio
16,292
Q3 2024 Added 0.31%
$142B
$2.75 Million 0.06% of portfolio
10,821
Q3 2024 Added 2.48%
$90.8B
$2.51 Million 0.05% of portfolio
28,368
Q3 2024 Reduced 2.06%
$122B
$2.64 Million 0.05% of portfolio
4,509
Q3 2024 Reduced 5.79%

Summary

  • Portfolio
  • No. of Stocks 646
  • Current Value $4.94 Billion
  • Prior Value $4.3 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 110 stocks
  • Additional Purchases 298 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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