Mesirow Financial Investment Management, Inc. Portfolio Holdings

Mesirow Financial Investment Management, Inc.

  • $4.79 Billion
  • Q4 2024

Mesirow Financial Investment Management, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.79 Billion distributed in 596 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 $429M, Vaneck Morningstar Wide Moat E with a value of $300M, Apple Inc. with a value of $276M, Ishares Core S&P Sm Cap ETF with a value of $168M, and Ishares Core S&P 500 ETF with a value of $138M.

Examining the 13F form we can see an decrease of $152M in the current position value, from $4.94B to 4.79B.

Below you can find more details about Mesirow Financial Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $4.79 Billion
ETFs: $2.15 Billion
Financial Services: $753 Million
Technology: $648 Million
Communication Services: $255 Million
Industrials: $254 Million
Healthcare: $227 Million
Consumer Cyclical: $215 Million
Consumer Defensive: $157 Million
Other: $137 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.05 Million 0.11% of portfolio
230,654
Q4 2024 Added 8.9%
$0
$4.36 Million 0.09% of portfolio
386,400
Q3 2024 Added 0.0%
$0
$3.35 Million 0.07% of portfolio
77,073
Q4 2024 Added 0.82%
$0
$2.28 Million 0.05% of portfolio
195,737
Q2 2024 New
$0
$1.71 Million 0.04% of portfolio
199,086
Q4 2024 Added 0.06%
$0
$1.11 Million 0.02% of portfolio
100,423
Q2 2024 New
$0
$924,000 0.02% of portfolio
52,217
Q4 2024 Added 0.07%
$0
$386,000 0.01% of portfolio
12,188
Q4 2024 New
$0
$360,000 0.01% of portfolio
36,700
Q4 2024 Added 19.93%
$16.3M
$20,000 0.0% of portfolio
13,800
Q2 2024 New
$23M
$82,000 0.0% of portfolio
30,000
Q2 2024 New
$39.6M
$125,000 0.0% of portfolio
24,356
Q4 2024 Added 100.0%
$0
$126,000 0.0% of portfolio
11,183
Q4 2024 Added 2.58%
$8.32M
$3,000 0.0% of portfolio
15,000
Q2 2024 New
$0
$0 0.0% of portfolio
11,141
Q4 2024 Added 1.18%
$0
$38,000 0.0% of portfolio
11,047
Q4 2024 Added 1.23%
$0
$131,000 0.0% of portfolio
12,608
Q4 2024 Added 1.03%

Summary

  • Portfolio
  • No. of Stocks 596
  • Current Value $4.79 Billion
  • Prior Value $4.94 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 289 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 207 stocks
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