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
$819M
$285,000 0.01% of portfolio
5,297
Q3 2024 New
$3.64B
$274,000 0.01% of portfolio
35,800
Q2 2024 New
$36.2B
$331,000 0.01% of portfolio
615
Q3 2024 Added 8.08%
$25.1B
$304,000 0.01% of portfolio
10,498
Q3 2024 Added 38.95%
$7.96B
$486,000 0.01% of portfolio
8,500
Q2 2024 New
$1.15B
$291,000 0.01% of portfolio
19,977
Q3 2024 New
$35B
$531,000 0.01% of portfolio
4,522
Q3 2024 Added 0.04%
$103B
$309,000 0.01% of portfolio
762
Q3 2024 Added 17.23%
$6.17B
$265,000 0.01% of portfolio
1,000
Q2 2024 New
$768M
$298,000 0.01% of portfolio
13,086
Q3 2024 New
$2.1B
$290,000 0.01% of portfolio
27,534
Q3 2024 New
$45.4B
$303,000 0.01% of portfolio
2,136
Q3 2024 Reduced 12.24%
$184B
$367,000 0.01% of portfolio
8,123
Q3 2024 Added 0.27%
$441M
$328,000 0.01% of portfolio
15,593
Q3 2024 New
$38.1B
$479,000 0.01% of portfolio
9,497
Q2 2024 New
$103B
$328,000 0.01% of portfolio
160
Q3 2024 Added 15.94%
$16B
$251,000 0.01% of portfolio
1,802
Q3 2024 Added 3.5%
$13.1B
$254,000 0.01% of portfolio
914
Q2 2024 New
$5.81B
$388,000 0.01% of portfolio
2,926
Q3 2024 New
$2.15B
$337,000 0.01% of portfolio
2,000
Q3 2024 Added 900.0%
$112B
$577,000 0.01% of portfolio
6,891
Q3 2024 Reduced 1.32%
$47.4B
$598,000 0.01% of portfolio
2,516
Q3 2024 Added 0.12%
$0
$527,000 0.01% of portfolio
12,713
Q3 2024 Added 34.19%
$582M
$248,000 0.01% of portfolio
4,726
Q3 2024 New
$62.6B
$375,000 0.01% of portfolio
4,554
Q3 2024 Added 2.48%
$5.77B
$382,000 0.01% of portfolio
5,352
Q2 2024 New
$33B
$286,000 0.01% of portfolio
903
Q3 2024 Added 2.27%
$0
$277,000 0.01% of portfolio
5,652
Q3 2024 Reduced 3.42%
$0
$609,000 0.01% of portfolio
28,881
Q2 2024 New
$0
$416,000 0.01% of portfolio
20,153
Q2 2024 New
$0
$630,000 0.01% of portfolio
13,968
Q3 2024 New
$0
$550,000 0.01% of portfolio
7,805
Q3 2024 Added 9.95%
$0
$444,000 0.01% of portfolio
3,051
Q3 2024 Added 2.21%
$0
$597,000 0.01% of portfolio
15,720
Q2 2024 New
$0
$268,000 0.01% of portfolio
2,735
Q2 2024 New
$0
$720,000 0.01% of portfolio
10,638
Q3 2024 Added 0.07%
$0
$667,000 0.01% of portfolio
29,500
Q3 2024 Added 0.93%
$0
$385,000 0.01% of portfolio
26,267
Q3 2024 Reduced 3.74%
$0
$282,000 0.01% of portfolio
6,977
Q2 2024 New
$0
$580,000 0.01% of portfolio
5,338
Q3 2024 Reduced 8.14%
$0
$392,000 0.01% of portfolio
2,189
Q3 2024 Reduced 0.36%
$0
$310,000 0.01% of portfolio
7,051
Q2 2024 New
$0
$373,000 0.01% of portfolio
5,740
Q3 2024 Added 0.14%
$7.56B
$528,000 0.01% of portfolio
2,002
Q3 2024 New
$106B
$345,000 0.01% of portfolio
11,576
Q3 2024 Reduced 0.64%
$18B
$408,000 0.01% of portfolio
1,421
Q2 2024 New
$125M
$390,000 0.01% of portfolio
59,940
Q2 2024 New
$0
$459,000 0.01% of portfolio
1,406
Q3 2024 New
$0
$516,000 0.01% of portfolio
3,903
Q3 2024 Added 7.67%

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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