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
$92.2B
$2.65 Million 0.05% of portfolio
51,841
Q3 2024 Reduced 5.23%
$5.19B
$2.34 Million 0.05% of portfolio
27,500
Q3 2024 Added 100.0%
$33.4B
$2.33 Million 0.05% of portfolio
7,902
Q3 2024 Added 105.35%
$1.1T
$2.51 Million 0.05% of portfolio
14,425
Q3 2024 Added 2.4%
$164B
$2.67 Million 0.05% of portfolio
63,936
Q3 2024 Added 1.7%
$81.6B
$2.69 Million 0.05% of portfolio
12,173
Q3 2024 Reduced 3.64%
$103B
$2.24 Million 0.05% of portfolio
14,756
Q3 2024 Reduced 66.99%
$137B
$2.28 Million 0.05% of portfolio
6,876
Q3 2024 Added 7.1%
$42.5B
$2.5 Million 0.05% of portfolio
38,390
Q3 2024 Added 1.26%
$0
$2.42 Million 0.05% of portfolio
195,737
Q2 2024 New
$53.7B
$2.16 Million 0.04% of portfolio
2,084
Q3 2024 Reduced 0.95%
$4.46B
$1.91 Million 0.04% of portfolio
58,350
Q3 2024 Reduced 1.68%
$158B
$1.94 Million 0.04% of portfolio
88,353
Q3 2024 Added 6.71%
$121B
$1.94 Million 0.04% of portfolio
37,538
Q3 2024 Reduced 26.12%
$56.5B
$2.02 Million 0.04% of portfolio
32,872
Q3 2024 Added 0.09%
$91.2B
$1.78 Million 0.04% of portfolio
13,053
Q3 2024 Added 5.63%
$272B
$1.95 Million 0.04% of portfolio
34,464
Q3 2024 Added 111.1%
$72.1B
$2.08 Million 0.04% of portfolio
6,003
Q3 2024 Added 62.59%
$37.3B
$2.16 Million 0.04% of portfolio
53,196
Q3 2024 Added 2.03%
$55.4B
$2.14 Million 0.04% of portfolio
16,308
Q3 2024 Added 0.77%
$10.6B
$1.77 Million 0.04% of portfolio
10,214
Q3 2024 Added 7.49%
$76B
$1.82 Million 0.04% of portfolio
4,049
Q3 2024 Added 0.2%
$0
$1.8 Million 0.04% of portfolio
198,959
Q3 2024 Added 0.05%
$125B
$1.99 Million 0.04% of portfolio
4,760
Q3 2024 Added 2.83%
$48.5B
$2.14 Million 0.04% of portfolio
15,236
Q3 2024 Reduced 0.05%
$46.4B
$1.55 Million 0.03% of portfolio
15,473
Q3 2024 Reduced 1.02%
$79.9B
$1.61 Million 0.03% of portfolio
21,860
Q3 2024 Added 0.63%
$102B
$1.33 Million 0.03% of portfolio
17,079
Q3 2024 Reduced 1.56%
$56.4B
$1.63 Million 0.03% of portfolio
3,460
Q3 2024 Added 0.03%
$18.4B
$1.49 Million 0.03% of portfolio
35,385
Q3 2024 Added 0.01%
$188B
$1.38 Million 0.03% of portfolio
11,610
Q3 2024 Added 7.03%
$180B
$1.66 Million 0.03% of portfolio
9,757
Q3 2024 Added 2.3%
$71.4B
$1.46 Million 0.03% of portfolio
13,347
Q3 2024 Added 5.33%
$138B
$1.66 Million 0.03% of portfolio
19,643
Q3 2024 Added 10.16%
$177B
$1.73 Million 0.03% of portfolio
8,884
Q3 2024 Added 10.11%
$71.3B
$1.34 Million 0.03% of portfolio
4,430
Q3 2024 Added 7.03%
$82.2B
$1.41 Million 0.03% of portfolio
12,211
Q3 2024 Added 1.4%
$36.5B
$1.3 Million 0.03% of portfolio
37,124
Q3 2024 Reduced 5.68%
$42.1B
$1.62 Million 0.03% of portfolio
115,272
Q3 2024 Added 14.61%
$41B
$1.41 Million 0.03% of portfolio
24,065
Q3 2024 Added 65.33%
$34.7B
$1.28 Million 0.03% of portfolio
19,604
Q3 2024 Reduced 0.37%
$35.2B
$1.45 Million 0.03% of portfolio
5,640
Q3 2024 Reduced 47.86%
$235B
$1.53 Million 0.03% of portfolio
23,177
Q3 2024 Reduced 0.42%
$27.7B
$1.5 Million 0.03% of portfolio
27,499
Q3 2024 Added 53.18%
$85.4B
$865,000 0.02% of portfolio
2,497
Q3 2024 Added 5.89%
$67.9B
$1.1 Million 0.02% of portfolio
773
Q3 2024 Reduced 0.64%
$18.8B
$989,000 0.02% of portfolio
21,984
Q3 2024 Added 89.99%
$57.6B
$1.1 Million 0.02% of portfolio
8,586
Q3 2024 Added 100.19%
$72.4B
$930,000 0.02% of portfolio
20,357
Q3 2024 Reduced 22.83%

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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