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CIK: 0001469475
Total reported value
$6.4B
$6.4B
596 檔
21.0%
As reported in its official Q4 2024 Form 13F filing, Mesirow Financial Investment Management, Inc.'s tracked investment portfolio stood at $6.4B with 596 total positions.
Mesirow Financial Investment Management, Inc. executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 2 holdings and trimming 25 positions.
Showing top 200 holdings (of 596 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.52% | +0.13% | +0.47% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 6.45% | +0.13% | +32.49% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.47% | +0.59% | -1.36% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.34% | +0.61% | +5.56% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.73% | +0.33% | +0.64% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.90% | +6.97% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.58% | +0.35% | +0.58% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.18% | +0.59% | -0.93% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.10% | +0.36% | +0.53% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | +0.16% | +0.19% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | +0.17% | -2.09% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | +0.32% | -0.83% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.54% | +0.16% | -3.28% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | +0.13% | -1.07% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.42% | +0.06% | -48.75% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 1.19% | +0.04% | +99.49% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.14% | -0.28% | +0.59% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | +0.09% | -1.77% | |
| 19 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.99% | -1.21% | +7.95% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.97% | -0.81% | +0.88% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.94% | — | +0.37% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.89% | +0.27% | -46.72% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.05% | +0.37% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.82% | -0.05% | -0.49% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.77% | +0.05% | -34.74% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.77% | +0.03% | +0.02% | |
| 27 | FDX | Fedex CORP | Stock-Industrials | 0.76% | -0.11% | -0.77% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.73% | +0.08% | -1.57% | |
| 29 | ACN | Accenture plc | Stock-Tech | 0.71% | -0.14% | +0.25% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.70% | +0.46% | -1.15% | |
| 31 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.70% | +0.03% | +1.68% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.04% | -0.30% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.68% | +0.04% | -49.07% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.21% | -0.53% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | +0.06% | -0.80% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | +0.14% | +41.13% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.01% | +1.45% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.61% | -0.05% | -0.30% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.07% | +2.58% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.59% | -0.76% | -0.29% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.15% | +0.76% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | -0.54% | +1.16% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.54% | -0.12% | — | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.54% | +0.02% | +0.21% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.54% | — | -0.41% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.52% | +0.02% | -48.14% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.50% | — | +0.20% | |
| 48 | J | Jacobs Solutions Inc | Stock-Industrials | 0.50% | -0.01% | +0.48% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.15% | +2.28% | |
| 50 | FITB | Fifth Third Bancorp | Stock-Financials | 0.49% | +0.05% | -6.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | +1.5% | +32.49% | Add |
| 2 | UNP | Union Pacific CORP | +0.6% | +99.49% | Add |
| 3 | BLK | Blackrock Inc | +0.5% | NEW | New buy |
| 4 | AAPL | Apple Inc | +0.4% | -1.36% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.3% | +0.19% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | -0.93% | Trim |
| 7 | AVGO | Broadcom Inc | +0.3% | -1.77% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.83% | Trim |
| 9 | VUG | Vanguard Growth ETF | +0.2% | +41.13% | Add |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.2% | +5.56% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -1.07% | Trim |
| 12 | MSFT | Microsoft CORP | +0.2% | +6.97% | Add |
| 13 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.2% | +128.91% | Add |
| 14 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +186.65% | Add |
| 15 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +0.58% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.64% | Add |
| 17 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | New buy |
| 18 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | NEW | New buy |
| 19 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +48.75% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.47% | Add |
| 21 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +220.37% | Add |
| 22 | CRM | Salesforce Inc | +0.1% | -0.30% | Trim |
| 23 | IBM | Intl Business Machines CORP | +0.1% | +99.39% | Add |
| 24 | DIVO | Amplify Cwp Enhan Divid ETF | +0.1% | NEW | New buy |
| 25 | CGBL | Cap Group Core Balanced | +0.1% | +576.31% | Add |
| 26 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +17.69% | Add |
| 27 | TYL | Tyler Technologies Inc | +0.1% | +98.22% | Add |
| 28 | DIS | Walt Disney Co/the | +0.1% | +0.20% | Add |
| 29 | LOW | Lowe's Cos Inc | -0.1% | -0.49% | Trim |
| 30 | PEP | Pepsico Inc | -0.1% | -0.53% | Trim |
| 31 | LIN | Linde plc | -0.1% | -0.41% | Trim |
| 32 | EL | Estee Lauder Companies-cl A | -0.1% | -66.42% | Trim |
| 33 | CVS | Cvs Health CORP | -0.1% | -74.28% | Trim |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.1% | +0.37% | Add |
| 35 | DIM | Wisdomtree Intl M/c Dvd Fund | -0.1% | -50.64% | Trim |
| 36 | IBDP | Ishares Ibonds Dec 2024 Term | -0.1% | EXIT | Sold out |
| 37 | V | Visa Inc-class A Shares | -0.1% | -50.82% | Trim |
| 38 | ZTS | Zoetis Inc | -0.2% | -53.48% | Trim |
| 39 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -50.04% | Trim |
| 40 | IBTE | Ishares Ibonds Dec 2024 Term | -0.3% | EXIT | Sold out |
| 41 | WMT | Walmart Inc | -0.3% | -50.07% | Trim |
| 42 | VONG | Vanguard Russell 1000 Growth | -0.3% | -56.22% | Trim |
| 43 | MGC | Vanguard Mega Cap ETF | -0.4% | -47.69% | Trim |
| 44 | VOE | Vanguard Mid-cap Value ETF | -0.4% | -44.70% | Trim |
| 45 | VO | Vanguard Mid-cap ETF | -0.4% | -50.66% | Trim |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | -0.5% | -48.14% | Trim |
| 47 | VEA | Vanguard Ftse Developed ETF | -0.5% | -34.74% | Trim |
| 48 | VIG | Vanguard Dividend Apprec ETF | -0.6% | -49.07% | Trim |
| 49 | VXUS | Vanguard Total Intl Stock | -0.9% | -46.72% | Trim |
| 50 | VYM | Vanguard High Dvd Yield ETF | -1.3% | -48.75% | Trim |
According to official SEC Form 13F filings, Mesirow Financial Investment Management, Inc. reported a total U.S. public equity portfolio value of $6.4B across 596 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MOAT, AAPL) accounted for 21.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $22.6M
Top Position Liquidated / Trimmed
IBTE
前期市值: $13.7M
During Q4 2024, Mesirow Financial Investment Management, Inc.'s top holdings by market value included BRK-B (8.5%)、MOAT (6.5%)、AAPL (5.5%). The largest single position, BRK-B, represented 8.5% of total portfolio value.
In Q4 2024, Mesirow Financial Investment Management, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 25 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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