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:
Top Holdings: BRK.B(9.73%)AAPL(4.75%)MOAT(4.68%)ITOT(4.51%)IJR(2.98%)
Summary Stock Picks Current Portfolio
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
-0.46%
+8.84%
1,064,240.1
Insurance
AAPL 		Apple Inc
1,102,812
244,969.9
+0.23%
4.750
+0.01%
0.010
-15.63%
-19.36%
3,008,822.1
Hardware
MOAT 		VanEck Morningstar Wide Moat ETF
2,746,441
241,686.7
-21.53%
4.680
-1.39%
1.910
-0.67%
-0.82%
12,793.4
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
1,908,118
232,809.1
+88.73%
4.510
+2.12%
0.370
+4.60%
+2.26%
68,537.9
 
IJR 		iShares Core S&P Small-Cap ETF
1,469,726
153,689.4
+0.73%
2.980
+0.02%
0.200
+1.25%
-5.27%
79,046.1
 
IVV 		iShares Core S&P 500 ETF
234,620
131,854.5
+0.39%
2.560
+0.01%
0.020
+4.48%
+2.68%
591,843.5
 
MSFT 		Microsoft Corp
313,580
117,722.4
-0.75%
2.280
-0.02%
0.000
+20.42%
+12.59%
3,513,735.1
Software
VOO 		Vanguard S&P 500 ETF
198,821
102,174.4
+1.13%
1.980
+0.02%
0.020
+4.47%
+2.66%
608,569.0
 
IWR 		iShares Russell Mid-Cap ETF
1,119,648
95,248.1
+103.67%
1.850
+0.94%
0.240
+4.33%
+2.39%
41,126.9
 
GOOG 		Alphabet Inc
590,871
92,313.0
+2.76%
1.790
+0.05%
0.000
+1.31%
-6.51%
2,145,215.2
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 ETF2025-03-31Add
+2.12%
●
120.29 ($128.89) 134.6
$131.15
1.75%
Add 88.73%
1,908,118
897,109
MOAT 		VanEck Morningstar Wide Moat ETF2025-03-31Reduce
-1.39%
●
87.69 ($92.02) 96.49
$91.97
-0.05%
Reduce -21.53%
2,746,441
-753,614
IWR 		iShares Russell Mid-Cap ETF2025-03-31Add
+0.94%
●
82.81 ($89.19) 92.93
$90.24
1.18%
Add 103.67%
1,119,648
569,914
IJH 		iShares Core S&P Mid-Cap ETF2025-03-31Add
+0.75%
●
57.21 ($62.1) 65.8
$61.27
-1.34%
Add 137.45%
1,141,072
660,514
IWD 		iShares Russell 1000 Value ETF2025-03-31Reduce
-0.65%
●
182.82 ($190.45) 196.21
$190.83
0.20%
Reduce -84.35%
32,651
-175,985
UNP 		Union Pacific Corp2025-03-31Reduce
-0.62%
●
225.21 ($240.72) 254.42
$224.14
-6.89%
Reduce -51.75%
126,858
-136,056
EFA 		iShares MSCI EAFE ETF2025-03-31Add
+0.56%
●
74.85 ($80.6) 84.89
$89.73
11.33%
Add 98.01%
716,012
354,404
SHY 		iShares 1-3 Year Treasury Bond ETF2025-03-31Add
+0.42%
●
81.83 ($82.24) 82.73
$82.27
0.04%
Add 106.46%
507,326
261,599
FPAG 		FPA Global Equity ETF2025-03-31Add
+0.40%
●
29.92 ($31.27) 32.65
$33.16
6.06%
Add 41.74%
2,329,383
685,919
IWP 		iShares Russell Mid-Cap Growth ETF2025-03-31Add
+0.33%
●
114.9 ($128.55) 139.6
$135.17
5.15%
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

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

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