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 %
Countries:
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
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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)

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

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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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