MF
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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
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| 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 | -8.39% | +6.48% | 1,039,832.6 | Insurance | |
AAPL | Apple Inc | 1,102,812 | 244,969.9 | +0.23% | 4.750 | +0.01% | 0.010 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
MOAT | VanEck Morningstar Wide Moat ETF | 2,746,441 | 241,686.7 | -21.53% | 4.680 | -1.39% | 1.910 | +18.80% | +6.17% | 13,044.2 | ||
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 | +19.19% | +8.56% | 73,027.8 | ||
IJR | iShares Core S&P Small-Cap ETF | 1,469,726 | 153,689.4 | +0.73% | 2.980 | +0.02% | 0.200 | +17.04% | -0.26% | 83,183.4 | ||
IVV | iShares Core S&P 500 ETF | 234,620 | 131,854.5 | +0.39% | 2.560 | +0.01% | 0.020 | +18.87% | +8.94% | 642,209.1 | ||
MSFT | Microsoft Corp | 313,580 | 117,722.4 | -0.75% | 2.280 | -0.02% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
VOO | Vanguard S&P 500 ETF | 198,821 | 102,174.4 | +1.13% | 1.980 | +0.02% | 0.020 | +18.82% | +8.89% | 663,622.4 | ||
IWR | iShares Russell Mid-Cap ETF | 1,119,648 | 95,248.1 | +103.67% | 1.850 | +0.94% | 0.240 | +16.76% | +8.28% | 43,729.1 | ||
GOOG | Alphabet Inc | 590,871 | 92,313.0 | +2.76% | 1.790 | +0.05% | 0.000 | +21.57% | +0.80% | 2,318,801.9 | Interactive Media |
Mesirow Financial Investment Management, Inc.'s Historical Top Holdings Breakdowns
Mesirow Financial Investment Management, Inc.'s Top Stock Picks
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| 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 | $138.81 | 7.70% | 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 | $98.45 | 6.99% | 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 | $95.15 | 6.68% | 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 | $64.40 | 3.70% | 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 | $199.03 | 4.51% | Reduce -84.35% | 32,651 | -175,985 | |
UNP | Union Pacific Corp | 2025-03-31 | Reduce Reduce | -0.62% | 225.21 ($240.72) 254.42 | $231.00 | -4.04% | 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 | $91.54 | 13.57% | 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 | $82.57 | 0.40% | 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 | $35.43 | 13.30% | 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 | $141.36 | 9.96% | Add 109.32% | 275,786 | 144,035 |
Mesirow Financial Investment Management, Inc. Total Holding History ($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 |
|---|---|---|---|---|
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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
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Mesirow Financial Investment Management, Inc.'s Holdings Bubble Chart
Mesirow Financial Investment Management, Inc. News
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