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
$0
$1.8 Million 0.04% of portfolio
198,959
Q3 2024 Added 0.05%
$121B
$1.99 Million 0.04% of portfolio
4,760
Q3 2024 Added 2.83%
$41.3B
$2.14 Million 0.04% of portfolio
15,236
Q3 2024 Reduced 0.05%
$0
$1.34 Million 0.03% of portfolio
7,487
Q3 2024 Added 82.97%
$0
$1.66 Million 0.03% of portfolio
14,671
Q3 2024 Added 6.28%
$41.6B
$1.55 Million 0.03% of portfolio
15,473
Q3 2024 Reduced 1.02%
$0
$1.44 Million 0.03% of portfolio
27,277
Q3 2024 Added 0.66%
$2.27B
$1.36 Million 0.03% of portfolio
52,243
Q2 2024 New
$0
$1.28 Million 0.03% of portfolio
12,674
Q3 2024 Added 0.83%
$0
$1.59 Million 0.03% of portfolio
6,890
Q3 2024 Added 6.18%
$0
$1.32 Million 0.03% of portfolio
30,622
Q3 2024 Added 0.89%
$93.9B
$1.61 Million 0.03% of portfolio
21,860
Q3 2024 Added 0.63%
$89.3B
$1.33 Million 0.03% of portfolio
17,079
Q3 2024 Reduced 1.56%
$54.1B
$1.63 Million 0.03% of portfolio
3,460
Q3 2024 Added 0.03%
$17B
$1.49 Million 0.03% of portfolio
35,385
Q3 2024 Added 0.01%
$253B
$1.38 Million 0.03% of portfolio
11,610
Q3 2024 Added 7.03%
$64.1B
$1.46 Million 0.03% of portfolio
13,347
Q3 2024 Added 5.33%
$152B
$1.66 Million 0.03% of portfolio
19,643
Q3 2024 Added 10.16%
$177B
$1.73 Million 0.03% of portfolio
8,884
Q3 2024 Added 10.11%
$80.4B
$1.34 Million 0.03% of portfolio
4,430
Q3 2024 Added 7.03%
$86.8B
$1.41 Million 0.03% of portfolio
12,211
Q3 2024 Added 1.4%
$41B
$1.3 Million 0.03% of portfolio
37,124
Q3 2024 Reduced 5.68%
$44B
$1.62 Million 0.03% of portfolio
115,272
Q3 2024 Added 14.61%
$43.7B
$1.41 Million 0.03% of portfolio
24,065
Q3 2024 Added 65.33%
$31.9B
$1.28 Million 0.03% of portfolio
19,604
Q3 2024 Reduced 0.37%
$37.5B
$1.45 Million 0.03% of portfolio
5,640
Q3 2024 Reduced 47.86%
$240B
$1.53 Million 0.03% of portfolio
23,177
Q3 2024 Reduced 0.42%
$34.5B
$1.5 Million 0.03% of portfolio
27,499
Q3 2024 Added 53.18%
$0
$1.44 Million 0.03% of portfolio
31,749
Q3 2024 Added 3.02%
$96.6B
$865,000 0.02% of portfolio
2,497
Q3 2024 Added 5.89%
$70.7B
$1.1 Million 0.02% of portfolio
773
Q3 2024 Reduced 0.64%
$18.9B
$989,000 0.02% of portfolio
21,984
Q3 2024 Added 89.99%
$61.8B
$1.1 Million 0.02% of portfolio
8,586
Q3 2024 Added 100.19%
$0
$1.09 Million 0.02% of portfolio
4,472
Q3 2024 Added 101.35%
$0
$743,000 0.02% of portfolio
2,822
Q3 2024 Added 128.32%
$0
$839,000 0.02% of portfolio
13,318
Q3 2024 Reduced 0.29%
$0
$867,000 0.02% of portfolio
4,766
Q3 2024 Added 119.53%
$0
$944,000 0.02% of portfolio
12,007
Q3 2024 Added 24.12%
$0
$878,000 0.02% of portfolio
17,822
Q3 2024 Added 87.5%
$71.1B
$930,000 0.02% of portfolio
20,357
Q3 2024 Reduced 22.83%
$0
$996,000 0.02% of portfolio
11,900
Q3 2024 Added 110.96%
$19.9B
$1.12 Million 0.02% of portfolio
3,026
Q3 2024 Added 100.0%
$0
$996,000 0.02% of portfolio
10,081
Q2 2024 New
$0
$748,000 0.02% of portfolio
15,549
Q3 2024 Added 0.28%
$85.1B
$1.16 Million 0.02% of portfolio
10,067
Q3 2024 Added 0.56%
$108B
$804,000 0.02% of portfolio
7,761
Q3 2024 Added 35.04%
$0
$755,000 0.02% of portfolio
5,033
Q3 2024 Reduced 6.59%
$94.9B
$801,000 0.02% of portfolio
1,035
Q3 2024 Added 7.48%
$0
$877,000 0.02% of portfolio
6,496
Q3 2024 Added 4.62%

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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