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
$7.19 Million 0.15% of portfolio
285,355
Q3 2024 Reduced 5.01%
$0
$7.26 Million 0.15% of portfolio
211,850
Q3 2024 Added 41.56%
$0
$6.98 Million 0.14% of portfolio
302,436
Q3 2024 Reduced 1.21%
$0
$6.11 Million 0.12% of portfolio
243,439
Q3 2024 Reduced 1.89%
$0
$4.68 Million 0.09% of portfolio
46,500
Q3 2024 Reduced 11.43%
$0
$4.08 Million 0.08% of portfolio
171,936
Q3 2024 Added 0.77%
$0
$3.97 Million 0.08% of portfolio
16,731
Q3 2024 Added 0.28%
$0
$3.75 Million 0.08% of portfolio
82,040
Q3 2024 Added 31.61%
$0
$3.4 Million 0.07% of portfolio
45,215
Q3 2024 Added 9.15%
$0
$3.49 Million 0.07% of portfolio
17,394
Q3 2024 Added 100.58%
$0
$3.53 Million 0.07% of portfolio
48,597
Q3 2024 Reduced 1.21%
$0
$3.52 Million 0.07% of portfolio
10,206
Q3 2024 Reduced 0.69%
$0
$3.2 Million 0.06% of portfolio
32,848
Q3 2024 Added 97.27%
$0
$3.08 Million 0.06% of portfolio
65,412
Q3 2024 Added 12.74%
$0
$2.88 Million 0.06% of portfolio
118,002
Q3 2024 Added 7.33%
$0
$3.1 Million 0.06% of portfolio
191,881
Q3 2024 Added 3.54%
$0
$2.56 Million 0.05% of portfolio
79,762
Q3 2024 Reduced 0.78%
$0
$2.5 Million 0.05% of portfolio
4,266
Q3 2024 Added 100.56%
$0
$2.25 Million 0.05% of portfolio
25,576
Q3 2024 Added 2.38%
$0
$2.69 Million 0.05% of portfolio
67,455
Q3 2024 Reduced 2.39%
$0
$2.05 Million 0.04% of portfolio
40,128
Q3 2024 Added 128.68%
$0
$1.84 Million 0.04% of portfolio
33,791
Q3 2024 Added 0.0%
$0
$1.83 Million 0.04% of portfolio
18,026
Q3 2024 Added 100.4%
$0
$1.88 Million 0.04% of portfolio
23,882
Q3 2024 Added 100.02%
$0
$1.79 Million 0.04% of portfolio
14,933
Q3 2024 Reduced 1.39%
$0
$2.1 Million 0.04% of portfolio
116,331
Q3 2024 Added 4.26%
$0
$1.34 Million 0.03% of portfolio
7,487
Q3 2024 Added 82.97%
$0
$1.66 Million 0.03% of portfolio
14,671
Q3 2024 Added 6.28%
$0
$1.44 Million 0.03% of portfolio
27,277
Q3 2024 Added 0.66%
$2.27B
$1.36 Million 0.03% of portfolio
52,243
Q2 2024 New
$0
$1.28 Million 0.03% of portfolio
12,674
Q3 2024 Added 0.83%
$0
$1.59 Million 0.03% of portfolio
6,890
Q3 2024 Added 6.18%
$0
$1.32 Million 0.03% of portfolio
30,622
Q3 2024 Added 0.89%
$0
$1.44 Million 0.03% of portfolio
31,749
Q3 2024 Added 3.02%
$0
$1.09 Million 0.02% of portfolio
4,472
Q3 2024 Added 101.35%
$0
$743,000 0.02% of portfolio
2,822
Q3 2024 Added 128.32%
$0
$839,000 0.02% of portfolio
13,318
Q3 2024 Reduced 0.29%
$0
$867,000 0.02% of portfolio
4,766
Q3 2024 Added 119.53%
$0
$944,000 0.02% of portfolio
12,007
Q3 2024 Added 24.12%
$0
$878,000 0.02% of portfolio
17,822
Q3 2024 Added 87.5%
$0
$996,000 0.02% of portfolio
11,900
Q3 2024 Added 110.96%
$0
$996,000 0.02% of portfolio
10,081
Q2 2024 New
$0
$748,000 0.02% of portfolio
15,549
Q3 2024 Added 0.28%
$0
$755,000 0.02% of portfolio
5,033
Q3 2024 Reduced 6.59%
$0
$877,000 0.02% of portfolio
6,496
Q3 2024 Added 4.62%
$0
$1.22 Million 0.02% of portfolio
3,869
Q3 2024 Added 24.25%
$0
$1.11 Million 0.02% of portfolio
13,845
Q2 2024 New
$0
$1.11 Million 0.02% of portfolio
41,215
Q3 2024 Added 24.44%
$0
$775,000 0.02% of portfolio
14,869
Q2 2024 New

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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