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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$92.1B
$3.33 Million 0.07% of portfolio
8,563
Q3 2024 Reduced 1.63%
$0
$3.2 Million 0.06% of portfolio
32,848
Q3 2024 Added 97.27%
$88.7B
$3.07 Million 0.06% of portfolio
14,764
Q3 2024 Added 217.16%
$83.4B
$2.74 Million 0.06% of portfolio
2,610
Q3 2024 Reduced 0.53%
$39.3B
$3.05 Million 0.06% of portfolio
21,842
Q3 2024 Added 113.91%
$22.5B
$3.21 Million 0.06% of portfolio
35,673
Q3 2024 Added 0.36%
$16.1B
$3.02 Million 0.06% of portfolio
23,764
Q2 2024 New
$1.27T
$2.87 Million 0.06% of portfolio
10,978
Q3 2024 Reduced 1.07%
$0
$3.08 Million 0.06% of portfolio
65,412
Q3 2024 Added 12.74%
$0
$2.88 Million 0.06% of portfolio
118,002
Q3 2024 Added 7.33%
$0
$3.1 Million 0.06% of portfolio
191,881
Q3 2024 Added 3.54%
$134B
$3.12 Million 0.06% of portfolio
20,385
Q3 2024 Added 5.52%
$187B
$3.07 Million 0.06% of portfolio
16,292
Q3 2024 Added 0.31%
$145B
$2.75 Million 0.06% of portfolio
10,821
Q3 2024 Added 2.48%
$0
$2.76 Million 0.06% of portfolio
33,128
Q3 2024 Added 100.0%
$96.7B
$2.51 Million 0.05% of portfolio
28,368
Q3 2024 Reduced 2.06%
$99.4B
$2.65 Million 0.05% of portfolio
51,841
Q3 2024 Reduced 5.23%
$5.42B
$2.34 Million 0.05% of portfolio
27,500
Q3 2024 Added 100.0%
$0
$2.56 Million 0.05% of portfolio
79,762
Q3 2024 Reduced 0.78%
$33.4B
$2.33 Million 0.05% of portfolio
7,902
Q3 2024 Added 105.35%
$0
$2.5 Million 0.05% of portfolio
4,266
Q3 2024 Added 100.56%
$995B
$2.51 Million 0.05% of portfolio
14,425
Q3 2024 Added 2.4%
$174B
$2.67 Million 0.05% of portfolio
63,936
Q3 2024 Added 1.7%
$86B
$2.69 Million 0.05% of portfolio
12,173
Q3 2024 Reduced 3.64%
$97.8B
$2.24 Million 0.05% of portfolio
14,756
Q3 2024 Reduced 66.99%
$143B
$2.28 Million 0.05% of portfolio
6,876
Q3 2024 Added 7.1%
$0
$2.25 Million 0.05% of portfolio
25,576
Q3 2024 Added 2.38%
$43.2B
$2.5 Million 0.05% of portfolio
38,390
Q3 2024 Added 1.26%
$0
$2.69 Million 0.05% of portfolio
67,455
Q3 2024 Reduced 2.39%
$0
$2.42 Million 0.05% of portfolio
195,737
Q2 2024 New
$0
$2.05 Million 0.04% of portfolio
40,128
Q3 2024 Added 128.68%
$58.5B
$2.16 Million 0.04% of portfolio
2,084
Q3 2024 Reduced 0.95%
$4.62B
$1.91 Million 0.04% of portfolio
58,350
Q3 2024 Reduced 1.68%
$168B
$1.94 Million 0.04% of portfolio
88,353
Q3 2024 Added 6.71%
$124B
$1.94 Million 0.04% of portfolio
37,538
Q3 2024 Reduced 26.12%
$0
$1.84 Million 0.04% of portfolio
33,791
Q3 2024 Added 0.0%
$60.1B
$2.02 Million 0.04% of portfolio
32,872
Q3 2024 Added 0.09%
$95B
$1.78 Million 0.04% of portfolio
13,053
Q3 2024 Added 5.63%
$75.3B
$1.73 Million 0.04% of portfolio
10,630
Q3 2024 Added 13.79%
$273B
$1.95 Million 0.04% of portfolio
34,464
Q3 2024 Added 111.1%
$0
$1.83 Million 0.04% of portfolio
18,026
Q3 2024 Added 100.4%
$74.7B
$2.08 Million 0.04% of portfolio
6,003
Q3 2024 Added 62.59%
$0
$1.88 Million 0.04% of portfolio
23,882
Q3 2024 Added 100.02%
$37.1B
$2.16 Million 0.04% of portfolio
53,196
Q3 2024 Added 2.03%
$60.4B
$2.14 Million 0.04% of portfolio
16,308
Q3 2024 Added 0.77%
$11.5B
$1.77 Million 0.04% of portfolio
10,214
Q3 2024 Added 7.49%
$0
$1.79 Million 0.04% of portfolio
14,933
Q3 2024 Reduced 1.39%
$0
$2.1 Million 0.04% of portfolio
116,331
Q3 2024 Added 4.26%
$79.6B
$1.82 Million 0.04% of portfolio
4,049
Q3 2024 Added 0.2%

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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