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Mesirow Financial Investment Management, Inc. 13F Holdings
Holdings from the most recent 13F from Mesirow Financial Investment Management, Inc.
Filed: 2025-02-07 (Q4 2024) | Holdings: 596 | Value: $5.0B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 8.52% | $428.9M | +12.03% | ||||
| MOAT - VANECK ETF TRUST | Add 32% ($79.6M) | 6.45% | $324.5M | -7.50% | |||
| AAPL - APPLE INC | Reduce 1% $(3.8M) | 5.47% | $275.5M | -8.84% | |||
| IJR - ISHARES TR | Add 6% ($8.9M) | 3.34% | $168.1M | -14.89% | |||
| IVV - ISHARES TR | Add 1% ($868.4K) | 2.73% | $137.6M | -8.58% | |||
| MSFT - MICROSOFT CORP | Add 7% ($8.7M) | 2.65% | $133.2M | -5.09% | |||
| ITOT - ISHARES TR | Add 1% ($745.9K) | 2.58% | $130.0M | -9.41% | |||
| GOOG - ALPHABET INC | Reduce 1% $(1.0M) | 2.18% | $109.5M | -13.24% | |||
| VOO - VANGUARD INDEX FDS | Add 1% ($559.8K) | 2.10% | $105.9M | -8.57% | |||
| AMZN - AMAZON COM INC | 1.82% | $91.7M | -18.02% | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 2% $(1.8M) | 1.64% | $82.5M | -8.56% | |||
| GOOGL - ALPHABET INC | Reduce 1% $(651.2K) | 1.55% | $77.8M | -13.45% | |||
| IWF - ISHARES TR | Reduce 3% $(2.6M) | 1.54% | $77.4M | -11.15% | |||
| JPM - JPMORGAN CHASE & CO. | Reduce 1% $(827.2K) | 1.52% | $76.5M | -11.26% | |||
| VYM - VANGUARD WHITEHALL FDS | Add 2% ($1.7M) | 1.42% | $71.7M | -6.68% | |||
| UNP - UNION PAC CORP | Add 99% ($29.9M) | 1.19% | $60.0M | -12.02% | |||
| GLD - SPDR GOLD TR | Add 1% ($339.2K) | 1.14% | $57.6M | +13.71% | |||
| AVGO - BROADCOM INC | Reduce 2% $(997.6K) | 1.10% | $55.4M | -15.19% | |||
| FPAG - INVESTMENT MANAGERS SER TR I | Add 8% ($3.7M) | 0.99% | $49.8M | -5.75% | |||
| IWR - ISHARES TR | Add 1% ($424.1K) | 0.97% | $48.6M | -9.78% | |||
| TMO - THERMO FISHER SCIENTIFIC INC | 0.94% | $47.3M | -24.19% | ||||
| VXUS - VANGUARD STAR FDS | Add 7% ($2.8M) | 0.89% | $44.8M | +2.91% | |||
| COST - COSTCO WHSL CORP NEW | 0.84% | $42.1M | -7.11% | ||||
| LOW - LOWES COS INC | 0.82% | $41.1M | -13.02% | ||||
| VEA - VANGUARD TAX-MANAGED FDS | Add 31% ($9.1M) | 0.77% | $38.9M | +4.43% | |||
| IWD - ISHARES TR | 0.77% | $38.6M | -6.63% | ||||
| FDX - FEDEX CORP | Reduce 1% $(294.0K) | 0.76% | $38.1M | -17.27% | |||
| BAC - BANK AMERICA CORP | Reduce 2% $(585.0K) | 0.73% | $36.8M | -15.88% | |||
| ACN - ACCENTURE PLC IRELAND | 0.71% | $35.9M | -24.06% | ||||
| CAT - CATERPILLAR INC | Reduce 1% $(412.5K) | 0.70% | $35.4M | -15.71% | |||
| AOR - ISHARES TR | Add 2% ($580.5K) | 0.70% | $35.0M | -2.27% | |||
| RTX - RTX CORPORATION | 0.69% | $34.5M | -1.73% | ||||
| VIG - VANGUARD SPECIALIZED FUNDS | Add 2% ($631.7K) | 0.68% | $34.4M | -6.56% | |||
| PEP - PEPSICO INC | Reduce 1% $(176.1K) | 0.65% | $32.7M | -6.78% | |||
| VTV - VANGUARD INDEX FDS | Reduce 1% $(259.2K) | 0.64% | $32.1M | -6.35% | |||
| VUG - VANGUARD INDEX FDS | New Purchase | 0.61% | $30.9M | -10.56% | |||
| MA - MASTERCARD INCORPORATED | Add 1% ($437.6K) | 0.61% | $30.6M | -5.47% | |||
| CRM - SALESFORCE INC | New Purchase | 0.61% | $30.6M | -18.19% | |||
| ABBV - ABBVIE INC | Add 3% ($757.0K) | 0.60% | $30.1M | -1.92% | |||
| IJH - ISHARES TR | 0.59% | $29.9M | -11.91% | ||||
| CVX - CHEVRON CORP NEW | Add 1% ($222.5K) | 0.59% | $29.7M | -9.09% | |||
| EFA - ISHARES TR | Add 1% ($314.8K) | 0.54% | $27.3M | +5.18% | |||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.54% | $27.2M | +11.87% | ||||
| IJJ - ISHARES TR | New Purchase | 0.54% | $27.1M | -10.72% | |||
| LIN - LINDE PLC | 0.54% | $27.0M | -1.08% | ||||
| VCSH - VANGUARD SCOTTSDALE FDS | New Purchase | 0.52% | $26.4M | +1.68% | |||
| DIS - DISNEY WALT CO | New Purchase | 0.50% | $25.2M | -18.77% | |||
| J - JACOBS SOLUTIONS INC | New Purchase | 0.50% | $25.0M | -9.39% | |||
| UNH - UNITEDHEALTH GROUP INC | Add 2% ($555.0K) | 0.49% | $24.9M | -20.32% | |||
| FITB - FIFTH THIRD BANCORP | Reduce 6% $(1.7M) | 0.49% | $24.8M | -19.58% | |||
| VOE - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| VO - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||