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
$79.6B
$9.3 Million 0.19% of portfolio
35,498
Q3 2024 Reduced 0.09%
$0
$9.38 Million 0.19% of portfolio
400,599
Q3 2024 Reduced 0.19%
$150B
$9 Million 0.18% of portfolio
138,813
Q3 2024 Added 0.35%
$19.3B
$7.87 Million 0.16% of portfolio
78,973
Q3 2024 Reduced 0.37%
$74.1B
$8.06 Million 0.16% of portfolio
128,336
Q3 2024 Reduced 13.59%
$0
$7.38 Million 0.15% of portfolio
222,128
Q3 2024 Added 2.59%
$87.6B
$7.53 Million 0.15% of portfolio
185,447
Q3 2024 Added 2.42%
$0
$7.19 Million 0.15% of portfolio
285,355
Q3 2024 Reduced 5.01%
$61.8B
$7.35 Million 0.15% of portfolio
332,527
Q3 2024 Added 2.05%
$0
$7.26 Million 0.15% of portfolio
211,850
Q3 2024 Added 41.56%
$0
$6.98 Million 0.14% of portfolio
302,436
Q3 2024 Reduced 1.21%
$86.1B
$6.3 Million 0.13% of portfolio
27,072
Q3 2024 Added 2.14%
$44B
$6.52 Million 0.13% of portfolio
144,393
Q3 2024 Added 2.39%
$202B
$6.45 Million 0.13% of portfolio
53,174
Q3 2024 Added 2.44%
$148B
$6.55 Million 0.13% of portfolio
18,136
Q3 2024 Added 1.41%
$0
$6.11 Million 0.12% of portfolio
243,439
Q3 2024 Reduced 1.89%
$250B
$5.54 Million 0.11% of portfolio
48,813
Q3 2024 Reduced 32.6%
$31.3B
$4.7 Million 0.1% of portfolio
48,842
Q3 2024 Added 100.16%
$249B
$4.88 Million 0.1% of portfolio
91,769
Q3 2024 Reduced 6.38%
$435B
$4.72 Million 0.1% of portfolio
6,656
Q3 2024 Reduced 4.55%
$229B
$5.04 Million 0.1% of portfolio
22,796
Q3 2024 Reduced 6.31%
$72.3B
$4.71 Million 0.1% of portfolio
45,374
Q3 2024 Reduced 0.38%
$43.4B
$4.85 Million 0.1% of portfolio
53,236
Q3 2024 Added 0.1%
$144B
$4.69 Million 0.09% of portfolio
35,918
Q3 2024 Reduced 2.07%
$22.3B
$4.34 Million 0.09% of portfolio
32,130
Q3 2024 Added 99.78%
$153B
$4.47 Million 0.09% of portfolio
13,882
Q3 2024 Added 0.77%
$0
$4.68 Million 0.09% of portfolio
46,500
Q3 2024 Reduced 11.43%
$0
$4.62 Million 0.09% of portfolio
386,400
Q3 2024 Added 0.0%
$0
$4.44 Million 0.09% of portfolio
211,797
Q3 2024 Added 32.55%
$126B
$4.38 Million 0.09% of portfolio
15,836
Q3 2024 Added 5.98%
$98B
$4.24 Million 0.09% of portfolio
16,325
Q3 2024 Added 0.98%
$0
$4.08 Million 0.08% of portfolio
171,936
Q3 2024 Added 0.77%
$50.5B
$3.95 Million 0.08% of portfolio
38,493
Q3 2024 Reduced 0.25%
$25.1B
$3.75 Million 0.08% of portfolio
6,420
Q3 2024 Reduced 0.56%
$52.7B
$3.97 Million 0.08% of portfolio
36,182
Q3 2024 Added 6.28%
$21.9B
$3.97 Million 0.08% of portfolio
20,694
Q3 2024 Added 2.59%
$0
$3.97 Million 0.08% of portfolio
16,731
Q3 2024 Added 0.28%
$0
$3.75 Million 0.08% of portfolio
82,040
Q3 2024 Added 31.61%
$162B
$4.08 Million 0.08% of portfolio
14,681
Q3 2024 Added 0.71%
$0
$3.4 Million 0.07% of portfolio
45,215
Q3 2024 Added 9.15%
$0
$3.4 Million 0.07% of portfolio
76,443
Q3 2024 Added 0.83%
$145B
$3.42 Million 0.07% of portfolio
29,090
Q3 2024 Added 1.51%
$132B
$3.62 Million 0.07% of portfolio
48,222
Q3 2024 Added 7.02%
$491M
$3.39 Million 0.07% of portfolio
224,699
Q3 2024 Reduced 0.4%
$0
$3.49 Million 0.07% of portfolio
17,394
Q3 2024 Added 100.58%
$85.5B
$3.52 Million 0.07% of portfolio
7,129
Q3 2024 Added 0.73%
$0
$3.53 Million 0.07% of portfolio
48,597
Q3 2024 Reduced 1.21%
$70.6B
$3.35 Million 0.07% of portfolio
13,915
Q3 2024 Reduced 3.6%
$0
$3.52 Million 0.07% of portfolio
10,206
Q3 2024 Reduced 0.69%

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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