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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.62 Million 0.09% of portfolio
386,400
Q3 2024 Added 0.0%
$0
$4.44 Million 0.09% of portfolio
211,797
Q3 2024 Added 32.55%
$0
$3.4 Million 0.07% of portfolio
76,443
Q3 2024 Added 0.83%
$0
$2.42 Million 0.05% of portfolio
195,737
Q2 2024 New
$0
$1.8 Million 0.04% of portfolio
198,959
Q3 2024 Added 0.05%
$0
$904,000 0.02% of portfolio
52,180
Q3 2024 Added 0.07%
$0
$1.21 Million 0.02% of portfolio
100,423
Q2 2024 New
$0
$307,000 0.01% of portfolio
30,600
Q2 2024 New
$24.6M
$80,000 0.0% of portfolio
30,000
Q2 2024 New
$38.7M
$60,000 0.0% of portfolio
21,398
Q2 2024 New
$32M
$44,000 0.0% of portfolio
12,178
Q2 2024 New
$9.98M
$5,000 0.0% of portfolio
15,000
Q2 2024 New
$0
$40,000 0.0% of portfolio
10,913
Q3 2024 Added 1.23%
$35.3M
$56,000 0.0% of portfolio
18,760
Q2 2024 New
$16.7M
$23,000 0.0% of portfolio
13,800
Q2 2024 New
$0
$129,000 0.0% of portfolio
10,902
Q3 2024 Added 1.92%
$0
$150,000 0.0% of portfolio
12,480
Q3 2024 Added 0.97%

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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