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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$227 Million 4.59% of portfolio
2,641,655
Q3 2024 Added 3.59%
$0
$162 Million 3.27% of portfolio
1,382,237
Q3 2024 Added 4.46%
$0
$141 Million 2.84% of portfolio
1,097,218
Q3 2024 Added 101.25%
$0
$134 Million 2.71% of portfolio
232,245
Q3 2024 Added 1.33%
$0
$126 Million 2.55% of portfolio
1,005,210
Q3 2024 Added 1.74%
$0
$103 Million 2.09% of portfolio
195,566
Q3 2024 Reduced 1.63%
$0
$92.4 Million 1.87% of portfolio
1,427,412
Q3 2024 Added 109.74%
$0
$82.5 Million 1.67% of portfolio
143,725
Q3 2024 Added 1.93%
$0
$74.8 Million 1.51% of portfolio
199,184
Q3 2024 Added 1.56%
$0
$65.9 Million 1.33% of portfolio
1,247,450
Q3 2024 Added 105.73%
$0
$62.9 Million 1.27% of portfolio
345,254
Q3 2024 Added 108.22%
$86.2B
$57.5 Million 1.16% of portfolio
236,556
Q3 2024 Added 2.81%
$0
$51.8 Million 1.05% of portfolio
652,848
Q3 2024 Added 107.81%
$0
$48 Million 0.97% of portfolio
544,936
Q3 2024 Added 15.71%
$0
$43.4 Million 0.88% of portfolio
164,660
Q3 2024 Added 101.68%
$0
$42.8 Million 0.87% of portfolio
255,535
Q3 2024 Added 119.13%
$0
$39.6 Million 0.8% of portfolio
208,594
Q3 2024 Added 0.08%
$0
$35.6 Million 0.72% of portfolio
601,179
Q3 2024 Reduced 1.74%
$0
$33.4 Million 0.67% of portfolio
191,171
Q3 2024 Added 2.71%
$0
$32.5 Million 0.66% of portfolio
336,200
Q3 2024 Added 97.97%
$0
$30 Million 0.61% of portfolio
481,959
Q3 2024 Added 3.35%
$0
$29.9 Million 0.6% of portfolio
357,445
Q3 2024 Reduced 0.32%
$0
$26.8 Million 0.54% of portfolio
216,575
Q3 2024 Reduced 1.18%
$0
$25.6 Million 0.52% of portfolio
561,805
Q3 2024 Reduced 3.53%
$0
$24.3 Million 0.49% of portfolio
310,704
Q3 2024 Added 3.79%
$0
$21.1 Million 0.43% of portfolio
176,650
Q3 2024 Reduced 0.27%
$0
$21.5 Million 0.43% of portfolio
75,839
Q3 2024 Added 1.1%
$0
$20.6 Million 0.42% of portfolio
430,220
Q3 2024 Added 101.1%
$0
$20.5 Million 0.42% of portfolio
246,817
Q3 2024 Reduced 2.36%
$0
$20.3 Million 0.41% of portfolio
91,807
Q3 2024 Reduced 0.07%
$0
$20.5 Million 0.41% of portfolio
53,345
Q3 2024 Reduced 25.81%
$0
$19.9 Million 0.4% of portfolio
100,878
Q3 2024 Added 1.58%
$0
$17.4 Million 0.35% of portfolio
380,097
Q3 2024 Added 1.75%
$0
$15.9 Million 0.32% of portfolio
166,129
Q3 2024 Reduced -0.0%
$0
$14.4 Million 0.29% of portfolio
101,088
Q3 2024 Added 1.88%
$0
$14.5 Million 0.29% of portfolio
25,493
Q3 2024 Added 3.37%
$0
$14.5 Million 0.29% of portfolio
76,159
Q3 2024 Added 0.86%
$0
$13.7 Million 0.28% of portfolio
570,644
Q3 2024 Reduced 1.24%
$0
$13.2 Million 0.27% of portfolio
27,020
Q3 2024 Added 9.37%
$0
$13.3 Million 0.27% of portfolio
200,104
Q3 2024 Added 98.83%
$0
$13 Million 0.26% of portfolio
242,569
Q3 2024 Reduced 0.04%
$0
$12.5 Million 0.25% of portfolio
158,841
Q3 2024 Reduced 5.86%
$0
$11.7 Million 0.24% of portfolio
138,112
Q3 2024 Added 5.01%
$0
$10.7 Million 0.22% of portfolio
101,171
Q3 2024 Added 3.14%
$43.3B
$10.7 Million 0.22% of portfolio
215,464
Q3 2024 Added 1.96%
$0
$10.4 Million 0.21% of portfolio
88,570
Q3 2024 Added 5.7%
$0
$9.75 Million 0.2% of portfolio
43,194
Q3 2024 Reduced 0.42%
$0
$9.38 Million 0.19% of portfolio
400,599
Q3 2024 Reduced 0.19%
$0
$7.38 Million 0.15% of portfolio
222,128
Q3 2024 Added 2.59%

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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