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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$44.1B
$598,000 0.01% of portfolio
2,516
Q3 2024 Added 0.12%
$65.2B
$375,000 0.01% of portfolio
4,554
Q3 2024 Added 2.48%
$36.2B
$286,000 0.01% of portfolio
903
Q3 2024 Added 2.27%
$108B
$345,000 0.01% of portfolio
11,576
Q3 2024 Reduced 0.64%
$17.6B
$408,000 0.01% of portfolio
1,421
Q2 2024 New
$190B
$287,000 0.01% of portfolio
585
Q3 2024 Added 1.04%
$87.1B
$435,000 0.01% of portfolio
689
Q3 2024 New
$82B
$542,000 0.01% of portfolio
1,155
Q3 2024 Added 0.17%
$41.7B
$661,000 0.01% of portfolio
6,363
Q3 2024 Added 3.7%
$79.5B
$370,000 0.01% of portfolio
322
Q3 2024 Added 7.69%
$41.7B
$560,000 0.01% of portfolio
53,119
Q3 2024 Reduced 10.25%
$117B
$278,000 0.01% of portfolio
815
Q3 2024 Added 15.77%
$139B
$355,000 0.01% of portfolio
9,558
Q2 2024 New
$79.5B
$337,000 0.01% of portfolio
2,693
Q3 2024 Added 1.81%
$32.9B
$412,000 0.01% of portfolio
7,725
Q3 2024 Added 5.37%
$11.1B
$589,000 0.01% of portfolio
16,631
Q2 2024 New
$40.1B
$262,000 0.01% of portfolio
2,664
Q3 2024 Added 1.8%
$11.8B
$209,000 0.0% of portfolio
771
Q3 2024 New
$17.2B
$201,000 0.0% of portfolio
938
Q3 2024 New
$88.5B
$200,000 0.0% of portfolio
1,246
Q3 2024 New
$69.9B
$224,000 0.0% of portfolio
755
Q3 2024 New
$36.5B
$35,000 0.0% of portfolio
14,500
Q3 2024 New
$14.5B
$247,000 0.0% of portfolio
669
Q3 2024 New
$20.5B
$203,000 0.0% of portfolio
2,478
Q3 2024 New
$173B
$226,000 0.0% of portfolio
3,305
Q3 2024 New
$29B
$230,000 0.0% of portfolio
1,339
Q3 2024 Added 0.45%
$10.9B
$233,000 0.0% of portfolio
1,467
Q3 2024 New
$74.9B
$242,000 0.0% of portfolio
5,397
Q3 2024 Reduced 2.76%
$43.5B
$241,000 0.0% of portfolio
2,032
Q3 2024 New
$12.8B
$217,000 0.0% of portfolio
4,227
Q3 2024 New
$14.9B
$200,000 0.0% of portfolio
5,793
Q3 2024 New
$44.7B
$145,000 0.0% of portfolio
13,763
Q3 2024 Added 8.0%
$17.9B
$230,000 0.0% of portfolio
2,742
Q3 2024 New
$44.2B
$214,000 0.0% of portfolio
1,577
Q3 2024 Added 6.55%
$129B
$222,000 0.0% of portfolio
2,655
Q3 2024 New
$44.8B
$207,000 0.0% of portfolio
4,028
Q3 2024 Added 14.63%
$36.1B
$243,000 0.0% of portfolio
6,802
Q3 2024 New
$70.6B
$240,000 0.0% of portfolio
1,604
Q3 2024 Added 0.38%
$107B
$211,000 0.0% of portfolio
950
Q3 2024 New
$26.2B
$246,000 0.0% of portfolio
5,138
Q3 2024 Added 1.94%
$51B
$240,000 0.0% of portfolio
1,779
Q3 2024 Added 1.48%

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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