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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.99B
$2.34 Million 0.05% of portfolio
27,500
Q3 2024 Added 100.0%
$4.9B
$1.91 Million 0.04% of portfolio
58,350
Q3 2024 Reduced 1.68%
$4.15B
$350,000 0.01% of portfolio
5,025
Q3 2024 New
$5.89B
$391,000 0.01% of portfolio
2,704
Q3 2024 New
$3.49B
$257,000 0.01% of portfolio
4,108
Q2 2024 New
$9.39B
$339,000 0.01% of portfolio
3,781
Q3 2024 Added 0.69%
$3.6B
$692,000 0.01% of portfolio
24,908
Q3 2024 New
$2.75B
$272,000 0.01% of portfolio
6,448
Q3 2024 New
$4.11B
$560,000 0.01% of portfolio
18,788
Q3 2024 New
$3.87B
$608,000 0.01% of portfolio
30,447
Q3 2024 New
$8.28B
$272,000 0.01% of portfolio
2,510
Q3 2024 New
$9.8B
$259,000 0.01% of portfolio
624
Q3 2024 New
$7.74B
$708,000 0.01% of portfolio
79,108
Q3 2024 Added 73.94%
$2.28B
$265,000 0.01% of portfolio
25,469
Q3 2024 New
$5.97B
$287,000 0.01% of portfolio
3,031
Q3 2024 New
$7.1B
$389,000 0.01% of portfolio
3,139
Q3 2024 Added 86.85%
$2.85B
$315,000 0.01% of portfolio
6,984
Q3 2024 New
$2.33B
$296,000 0.01% of portfolio
3,588
Q3 2024 New
$3.19B
$251,000 0.01% of portfolio
4,694
Q3 2024 New
$5.3B
$495,000 0.01% of portfolio
16,900
Q3 2024 Added 40.83%
$4.02B
$274,000 0.01% of portfolio
35,800
Q2 2024 New
$6.75B
$486,000 0.01% of portfolio
8,500
Q2 2024 New
$6.09B
$265,000 0.01% of portfolio
1,000
Q2 2024 New
$2.21B
$290,000 0.01% of portfolio
27,534
Q3 2024 New
$7.16B
$388,000 0.01% of portfolio
2,926
Q3 2024 New
$3.49B
$337,000 0.01% of portfolio
2,000
Q3 2024 Added 900.0%
$6.56B
$382,000 0.01% of portfolio
5,352
Q2 2024 New
$7.66B
$528,000 0.01% of portfolio
2,002
Q3 2024 New
$2.41B
$280,000 0.01% of portfolio
4,249
Q3 2024 New
$8.57B
$330,000 0.01% of portfolio
1,591
Q3 2024 New
$2.14B
$260,000 0.01% of portfolio
5,008
Q3 2024 New
$5.83B
$708,000 0.01% of portfolio
19,164
Q2 2024 New
$8.31B
$416,000 0.01% of portfolio
6,429
Q3 2024 Added 87.98%
$2.27B
$310,000 0.01% of portfolio
20,682
Q3 2024 New
$2.41B
$381,000 0.01% of portfolio
24,583
Q3 2024 New
$3.14B
$171,000 0.0% of portfolio
11,011
Q3 2024 Added 0.6%
$2.75B
$180,000 0.0% of portfolio
16,936
Q3 2024 Reduced 10.88%
$5.89B
$203,000 0.0% of portfolio
7,660
Q3 2024 New
$7.35B
$226,000 0.0% of portfolio
10,014
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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