MF
| |
Mesirow Financial Investment Management, Inc.13F | |
| Mesirow Financial Investment Management, Inc. | |
| Last update 2025-05-08 | 593 Stocks (35 new) |
| Value $5.16 Bil | Turnover 9 % |
Mesirow Financial Investment M... Top Holdings of 2025-03-31
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 | 942,730 | 502,074.7 | -0.37% | 9.730 | -0.03% | 0.040 | -9.60% | +6.03% | 1,036,369.2 | Insurance | |
AAPL | Apple Inc | 1,102,812 | 244,969.9 | +0.23% | 4.750 | +0.01% | 0.010 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
MOAT | VanEck Morningstar Wide Moat ETF | 2,746,441 | 241,686.7 | -21.53% | 4.680 | -1.39% | 1.910 | +16.41% | +6.73% | 13,113.1 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 1,908,118 | 232,809.1 | +88.73% | 4.510 | +2.12% | 0.370 | +16.64% | +8.51% | 72,996.2 | ||
IJR | iShares Core S&P Small-Cap ETF | 1,469,726 | 153,689.4 | +0.73% | 2.980 | +0.02% | 0.200 | +12.87% | -1.86% | 81,849.8 | ||
IVV | iShares Core S&P 500 ETF | 234,620 | 131,854.5 | +0.39% | 2.560 | +0.01% | 0.020 | +16.45% | +8.98% | 642,461.0 | ||
MSFT | Microsoft Corp | 313,580 | 117,722.4 | -0.75% | 2.280 | -0.02% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
VOO | Vanguard S&P 500 ETF | 198,821 | 102,174.4 | +1.13% | 1.980 | +0.02% | 0.020 | +16.45% | +8.96% | 664,077.8 | ||
IWR | iShares Russell Mid-Cap ETF | 1,119,648 | 95,248.1 | +103.67% | 1.850 | +0.94% | 0.240 | +13.94% | +7.80% | 43,536.1 | ||
GOOG | Alphabet Inc | 590,871 | 92,313.0 | +2.76% | 1.790 | +0.05% | 0.000 | +19.79% | +1.69% | 2,329,886.3 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Add Add | +2.12% | 120.29 ($128.89) 134.6 | $138.75 | 7.65% | Add 88.73% | 1,908,118 | 897,109 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-03-31 | Reduce Reduce | -1.39% | 87.69 ($92.02) 96.49 | $98.97 | 7.55% | Reduce -21.53% | 2,746,441 | -753,614 | |
IWR | iShares Russell Mid-Cap ETF | 2025-03-31 | Add Add | +0.94% | 82.81 ($89.19) 92.93 | $94.73 | 6.21% | Add 103.67% | 1,119,648 | 569,914 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.75% | 57.21 ($62.1) 65.8 | $63.80 | 2.74% | Add 137.45% | 1,141,072 | 660,514 | |
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | Reduce Reduce | -0.65% | 182.82 ($190.45) 196.21 | $198.32 | 4.13% | Reduce -84.35% | 32,651 | -175,985 | |
UNP | Union Pacific Corp | 2025-03-31 | Reduce Reduce | -0.62% | 225.21 ($240.72) 254.42 | $220.52 | -8.39% | Reduce -51.75% | 126,858 | -136,056 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Add Add | +0.56% | 74.85 ($80.6) 84.89 | $90.86 | 12.73% | Add 98.01% | 716,012 | 354,404 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.42% | 81.83 ($82.24) 82.73 | $82.50 | 0.32% | Add 106.46% | 507,326 | 261,599 | |
FPAG | FPA Global Equity ETF | 2025-03-31 | Add Add | +0.40% | 29.92 ($31.27) 32.65 | $35.34 | 13.02% | Add 41.74% | 2,329,383 | 685,919 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-03-31 | Add Add | +0.33% | 114.9 ($128.55) 139.6 | $140.77 | 9.51% | Add 109.32% | 275,786 | 144,035 |
Mesirow Financial Investment Management, Inc. Total Holding History ($B)
Mesirow Financial Investment Management, Inc.'s Asset Allocation
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 2025-03-31
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
Discussions on Mesirow Financial Investment Management, Inc.
No discussions yet.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers