Mesirow Financial Investment Management, Inc. Portfolio Holdings

Mesirow Financial Investment Management, Inc.

  • $4.79 Billion
  • Q4 2024

Mesirow Financial Investment Management, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.79 Billion distributed in 596 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 $429M, Vaneck Morningstar Wide Moat E with a value of $300M, Apple Inc. with a value of $276M, Ishares Core S&P Sm Cap ETF with a value of $168M, and Ishares Core S&P 500 ETF with a value of $138M.

Examining the 13F form we can see an decrease of $152M in the current position value, from $4.94B to 4.79B.

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

Portfolio value $4.79 Billion
ETFs: $2.15 Billion
Financial Services: $753 Million
Technology: $648 Million
Communication Services: $255 Million
Industrials: $254 Million
Healthcare: $227 Million
Consumer Cyclical: $215 Million
Consumer Defensive: $157 Million
Other: $137 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$300 Million 6.27% of portfolio
3,500,055
Q4 2024 Added 32.49%
$0
$168 Million 3.51% of portfolio
1,459,071
Q4 2024 Added 5.56%
$0
$138 Million 2.87% of portfolio
233,720
Q4 2024 Added 0.64%
$0
$130 Million 2.71% of portfolio
1,011,009
Q4 2024 Added 0.58%
$0
$106 Million 2.21% of portfolio
196,605
Q4 2024 Added 0.53%
$0
$82.5 Million 1.72% of portfolio
140,724
Q4 2024 Reduced 2.09%
$0
$77.4 Million 1.61% of portfolio
192,657
Q4 2024 Reduced 3.28%
$0
$71.7 Million 1.5% of portfolio
562,273
Q4 2024 Reduced 48.75%
$91.1B
$57.6 Million 1.2% of portfolio
237,957
Q4 2024 Added 0.59%
$0
$48.6 Million 1.01% of portfolio
549,734
Q4 2024 Added 0.88%
$0
$44.8 Million 0.94% of portfolio
760,525
Q4 2024 Reduced 46.72%
$0
$38.6 Million 0.81% of portfolio
208,636
Q4 2024 Added 0.02%
$0
$38.9 Million 0.81% of portfolio
814,066
Q4 2024 Reduced 34.74%
$0
$35 Million 0.73% of portfolio
611,306
Q4 2024 Added 1.68%
$0
$32.1 Million 0.67% of portfolio
189,640
Q4 2024 Reduced 0.8%
$0
$32 Million 0.67% of portfolio
175,853
Q4 2024 Reduced 49.07%
$0
$29.9 Million 0.62% of portfolio
480,558
Q4 2024 Reduced 0.29%
$0
$27.1 Million 0.57% of portfolio
217,027
Q4 2024 Added 0.21%
$0
$27.3 Million 0.57% of portfolio
361,608
Q4 2024 Added 1.16%
$0
$26.4 Million 0.55% of portfolio
338,550
Q4 2024 Reduced 48.14%
$0
$24.3 Million 0.51% of portfolio
549,790
Q4 2024 Reduced 2.14%
$0
$22.9 Million 0.48% of portfolio
141,317
Q4 2024 Reduced 44.7%
$0
$22.3 Million 0.47% of portfolio
317,270
Q4 2024 Added 2.11%
$0
$21.9 Million 0.46% of portfolio
103,019
Q4 2024 Reduced 47.69%
$0
$21.9 Million 0.46% of portfolio
75,721
Q4 2024 Reduced 0.16%
$0
$21.5 Million 0.45% of portfolio
81,235
Q4 2024 Reduced 50.67%
$0
$21 Million 0.44% of portfolio
178,806
Q4 2024 Added 1.22%
$0
$20.1 Million 0.42% of portfolio
245,727
Q4 2024 Reduced 0.44%
$0
$20.1 Million 0.42% of portfolio
90,767
Q4 2024 Reduced 1.13%
$0
$18.8 Million 0.39% of portfolio
98,256
Q4 2024 Reduced 2.6%
$0
$16.7 Million 0.35% of portfolio
131,751
Q4 2024 Added 48.75%
$0
$16.8 Million 0.35% of portfolio
165,068
Q4 2024 Reduced 0.64%
$0
$15.2 Million 0.32% of portfolio
147,203
Q4 2024 Reduced 56.22%
$0
$14.7 Million 0.31% of portfolio
28,677
Q4 2024 Added 6.13%
$0
$14.9 Million 0.31% of portfolio
355,916
Q4 2024 Reduced 6.36%
$0
$14.6 Million 0.3% of portfolio
25,593
Q4 2024 Added 0.39%
$0
$14.3 Million 0.3% of portfolio
77,524
Q4 2024 Added 1.79%
$0
$13.8 Million 0.29% of portfolio
257,248
Q4 2024 Added 6.05%
$0
$14 Million 0.29% of portfolio
557,249
Q4 2024 Added 128.91%
$0
$13.6 Million 0.28% of portfolio
102,613
Q4 2024 Added 1.51%
$0
$12.2 Million 0.26% of portfolio
159,818
Q4 2024 Added 0.62%
$0
$11.7 Million 0.24% of portfolio
429,664
Q4 2024 Added 211.1%
$0
$11.7 Million 0.24% of portfolio
492,853
Q4 2024 Added 186.65%
$0
$10.8 Million 0.23% of portfolio
102,264
Q4 2024 Added 1.08%
$45.8B
$10.7 Million 0.22% of portfolio
215,570
Q4 2024 Added 0.05%
$0
$9.47 Million 0.2% of portfolio
214,937
Q4 2024 Reduced 50.04%
$0
$9.81 Million 0.2% of portfolio
42,204
Q4 2024 Reduced 2.29%
$0
$9.25 Million 0.19% of portfolio
396,503
Q4 2024 Reduced 1.02%
$0
$9.06 Million 0.19% of portfolio
378,041
Q4 2024 Added 220.37%

Summary

  • Portfolio
  • No. of Stocks 596
  • Current Value $4.79 Billion
  • Prior Value $4.94 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 289 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 207 stocks
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