MF

Mesirow Financial Investment Management, Inc.

13F
Mesirow Financial Investment Management, Inc.
Last update 2024-11-01 592 Stocks (108 new)
Value $5.17 Bil Turnover 10 %
Countries:
Top Holdings: BRK.B(8.39%)AAPL(5.03%)MOAT(4.96%)IJR(3.13%)VYM(2.72%)
Portfolio Report
Summary Stock Picks Current Portfolio
Mesirow Financial Investment M... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
941,726
433434.920
+1.04%
8.390
+0.09%
0.040
+7.58%
+24.79%
959232.641
Insurance
AAPL 		Apple Inc
1,115,430
259899.560
-0.46%
5.030
-0.02%
0.010
+6.90%
+16.50%
3377630.649
Hardware
MOAT 		VanEck Morningstar Wide Moat ETF
2,641,655
256112.770
+3.59%
4.960
+0.17%
1.590
+9.54%
+12.60%
15795.655
 
IJR 		iShares Core S&P Small-Cap ETF
1,382,237
161666.210
+4.46%
3.130
+0.13%
0.190
+9.01%
+8.42%
87155.110
 
VYM 		Vanguard High Dividend Yield Indx ETF
1,097,218
140664.480
+101.25%
2.720
+1.37%
0.250
+9.10%
+15.23%
57198.033
 
IVV 		iShares Core S&P 500 ETF
232,245
133979.020
+1.33%
2.590
+0.03%
0.020
+11.39%
+21.32%
545867.438
 
MSFT 		Microsoft Corp
295,376
127104.970
+0.37%
2.460
+0.01%
0.000
+4.32%
+10.02%
3059156.044
Software
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
1,005,210
126275.940
+1.74%
2.440
+0.04%
0.200
+11.68%
+20.36%
62339.706
 
VOO 		Vanguard S&P 500 ETF
195,566
103202.750
-1.63%
2.000
-0.04%
0.020
+11.55%
+21.36%
493529.539
 
GOOG 		Alphabet Inc
580,411
97041.400
-0.06%
1.880
0%
0.000
+6.84%
+21.93%
2087029.120
Interactive Media

Mesirow Financial Investment Management, Inc.'s Historical Top Holdings Breakdowns

Mesirow Financial Investment Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VYM 		Vanguard High Dividend Yield Indx ETF2024-09-30Add
+1.37%
●
117.9 ($123.45) 128.2
$128.63
4.20%
Add 101.25%
1,097,218
552,003
VXUS 		Vanguard Total International Stock2024-09-30Add
+0.94%
●
58.03 ($61.9) 65.37
$62.79
1.44%
Add 109.74%
1,427,412
746,840
VIG 		Vanguard Dividend Appreciation FTF2024-09-30Add
+0.69%
●
181.77 ($190.41) 198.25
$196.52
3.21%
Add 108.22%
345,254
179,441
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+0.65%
●
47.6 ($50.85) 53.31
$50.81
-0.08%
Add 105.73%
1,247,450
641,090
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-09-30Add
+0.52%
●
76.94 ($78.48) 79.54
$78.25
-0.29%
Add 107.81%
652,848
338,692
VOE 		Vanguard Mid-Cap Value ETF2024-09-30Add
+0.45%
●
149.02 ($158.97) 167.67
$167.54
5.39%
Add 119.13%
255,535
138,920
VO 		Vanguard Mid-Cap ETF2024-09-30Add
+0.42%
●
237.84 ($251.14) 263.83
$266.69
6.19%
Add 101.68%
164,660
83,016
MGC 		Vanguard Mega Cap 300 Index ETF2024-09-30Add
+0.40%
●
185.93 ($199.53) 206.64
$207.61
4.05%
Add 101.02%
196,948
98,974
BLK 		BlackRock Inc2024-09-30Reduce
-0.38%
●
782.27 ($865.46) 949.51
$1,014.35
17.20%
Reduce -97.56%
534
-21,327
WMT 		Walmart Inc2024-09-30Add
+0.38%
●
66.91 ($73.44) 81.4
$83.68
13.94%
Add 100.84%
481,818
241,914

Mesirow Financial Investment Management, Inc. Total Holding History ($B)

To

Mesirow Financial Investment Management, Inc.'s Asset Allocation

To

Mesirow Financial Investment Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mesirow Financial Investment Management, Inc.'s Hypothetical Growth since 2024-09-30

Mesirow Financial Investment Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Mesirow Financial Investment Management, Inc.'s Holdings Heat Map

Size field:

Mesirow Financial Investment Management, Inc.'s Holdings Bubble Chart

Mesirow Financial Investment Management, Inc. News

  • 1

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