Mesirow Financial Investment Management, Inc. Portfolio Holdings by Sector

Mesirow Financial Investment Management, Inc.

$4.9 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs MOAT ITOT IJR IVV VOO IWR SPY VYM 147 stocks	$2.31 Million 47.08% of portfolio	94	35	3	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A EQH ORI HIG ACGL 6 stocks	$539,262 11.0% of portfolio	2	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$244,967 5.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL META SPOT DASH 5 stocks	$176,949 3.61% of portfolio	2	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE BOX PANW PLTR CYBR 7 stocks	$149,199 3.04% of portfolio	4	2	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC CM C HSBC UBS BMO 9 stocks	$119,431 2.44% of portfolio	5	4	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ LLY PFE AMGN MRK BMY GILD 10 stocks	$89,296 1.82% of portfolio	4	6	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY SE LQDT MELI CPNG BABA TDUP 8 stocks	$80,358 1.64% of portfolio	3	3	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT DG 4 stocks	$67,783 1.38% of portfolio	3	1	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA AXP V DFS PYPL COF LC 7 stocks	$67,169 1.37% of portfolio	2	4	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA TSM TXN QCOM INTC AMD MU 9 stocks	$58,227 1.19% of portfolio	5	4	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$56,928 1.16% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM SHEL BP 4 stocks	$56,358 1.15% of portfolio	2	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX BA LMT HWM GD TDG NOC LHX 14 stocks	$51,597 1.05% of portfolio	6	5	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO NTRA DHR A ICLR TWST 6 stocks	$51,386 1.05% of portfolio	1	4	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO COKE BRFH 4 stocks	$47,602 0.97% of portfolio	1	2	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT MDT SYK ATEC GMED EW ZBH UFPT 12 stocks	$42,734 0.87% of portfolio	5	4	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD KMI ENB OKE WMB TRP EURN 7 stocks	$40,818 0.83% of portfolio	4	3	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM UBER TYL TTD NICE ADSK SAP INTU 17 stocks	$39,392 0.8% of portfolio	7	8	3	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IBM FISV CTLP GDYN 5 stocks	$38,119 0.78% of portfolio	1	2	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX UPS EXPD 3 stocks	$34,286 0.7% of portfolio	1	2	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE PCAR 3 stocks	$33,979 0.69% of portfolio	1	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX MCS WBD 4 stocks	$32,050 0.65% of portfolio	2	2	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC CSX 3 stocks	$30,966 0.63% of portfolio	1	2	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX YUM PTLO YUMC DRI CMG 7 stocks	$30,476 0.62% of portfolio	5	2	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS CI ELV 4 stocks	$28,773 0.59% of portfolio	2	2	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FITB USB FFIN CCB NBN FNWD IBN CASH 15 stocks	$27,788 0.57% of portfolio	2	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CHD CL UL EL KMB NWL 7 stocks	$25,899 0.53% of portfolio	2	4	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities WEC EXC AEP DUK NEE PNW SO ED 13 stocks	$23,610 0.48% of portfolio	9	4	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYM 2 stocks	$21,841 0.45% of portfolio	1	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC NTRS KKR BX AMP BK CSQ NUV 16 stocks	$21,400 0.44% of portfolio	11	4	2	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW GE XYL EMR ETN OTIS PH CMI 9 stocks	$18,195 0.37% of portfolio	3	5	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL PGR CB TRV 4 stocks	$17,540 0.36% of portfolio	2	2	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$15,327 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP DVN TPL CNQ OXY FANG PHX SD 8 stocks	$14,071 0.29% of portfolio	4	1	2	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT MAR MCG 3 stocks	$13,350 0.27% of portfolio	-	2	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW MS GS 3 stocks	$13,223 0.27% of portfolio	1	2	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO BTI 3 stocks	$12,557 0.26% of portfolio	2	1	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$11,092 0.23% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN CTAS AZZ 3 stocks	$10,465 0.21% of portfolio	1	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW APH BELFB WBX 4 stocks	$9,125 0.19% of portfolio	1	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ CMCSA T IDCC 4 stocks	$8,844 0.18% of portfolio	3	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO MSI ZBRA EXTR HLIT 5 stocks	$8,800 0.18% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS HLN ANIP VTRS ESPR 5 stocks	$7,819 0.16% of portfolio	3	1	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME CBOE SPGI ICE MCO 5 stocks	$7,348 0.15% of portfolio	4	1	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW AON AJG MMC 4 stocks	$5,839 0.12% of portfolio	3	1	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare REGN NVO HALO ADMA VRTX VCEL VRDN ADPT 18 stocks	$5,410 0.11% of portfolio	1	6	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP UPWK 2 stocks	$5,219 0.11% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT EQIX GLPI FPI 4 stocks	$5,092 0.1% of portfolio	3	1	1	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY MDLZ 2 stocks	$4,834 0.1% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK ABC 2 stocks	$4,811 0.1% of portfolio	1	1	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA RACE F GM 4 stocks	$4,466 0.09% of portfolio	2	2	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM WCN RSG 3 stocks	$4,001 0.08% of portfolio	3	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX MPC VLO 3 stocks	$3,923 0.08% of portfolio	3	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT CARR FBHS 3 stocks	$3,914 0.08% of portfolio	-	3	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$3,801 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX BAX HOLX BLFS ISRG KRMD NEPH 7 stocks	$3,646 0.07% of portfolio	-	4	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG NRGV 2 stocks	$3,223 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME PWR ROAD STRL 4 stocks	$2,830 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL SHW DD APD 4 stocks	$2,663 0.05% of portfolio	1	3	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy WFRD SLB HAL WTTR HLX KLXE 6 stocks	$2,562 0.05% of portfolio	3	1	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate EQR ELS ESS UMH 4 stocks	$2,364 0.05% of portfolio	4	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW 1 stocks	$2,003 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1,914 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA NTR 2 stocks	$1,874 0.04% of portfolio	2	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials GOLD AEM NEM AGI CDE EQX 6 stocks	$1,852 0.04% of portfolio	5	-	3	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC ASML AMAT 3 stocks	$1,579 0.03% of portfolio	1	2	-	-	0 Calls 0 Puts
Copper \| Basic Materials SCCO FCX 2 stocks	$1,335 0.03% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$1,310 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS MMMB MKC 3 stocks	$1,208 0.02% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU MET 2 stocks	$1,083 0.02% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$1,080 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY CHEF 2 stocks	$1,055 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD ILPT 2 stocks	$975 0.02% of portfolio	1	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM VMC 2 stocks	$907 0.02% of portfolio	2	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$902 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$882 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials BHP RIO SKE 3 stocks	$879 0.02% of portfolio	2	-	1	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK HLMN 2 stocks	$717 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY GPC 2 stocks	$669 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV 1 stocks	$661 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG O 2 stocks	$652 0.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate NMRK CBRE DOUG 3 stocks	$616 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$600 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical SKY DHI 2 stocks	$570 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare WBA 1 stocks	$405 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive VITL 1 stocks	$385 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive UTI 1 stocks	$373 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA PIII 2 stocks	$344 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive ACI 1 stocks	$340 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NI 1 stocks	$324 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Infrastructure Operations \| Industrials VRRM 1 stocks	$284 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$272 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$268 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical MOD 1 stocks	$239 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$237 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials EOSE 1 stocks	$223 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials MEC 1 stocks	$210 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical RSI 1 stocks	$188 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate CLDT 1 stocks	$166 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive ABEV 1 stocks	$75 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Other Precious Metals & Mining \| Basic Materials NEWP 1 stocks	$22 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials CECE 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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Mesirow Financial Investment Management, Inc. Portfolio Holdings by Sector

Mesirow Financial Investment Management, Inc.

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