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Mesirow Financial Investment Management, Inc. 13F Holdings
Holdings from the most recent 13F from Mesirow Financial Investment Management, Inc.
Filed: 2025-05-08 (Q1 2025) | Holdings: 593 | Value: $5.2B | 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 | 9.73% | $502.1M | -6.57% | ||||
| AAPL - APPLE INC | 4.75% | $245.0M | +6.89% | ||||
| MOAT - VANECK ETF TRUST | Reduce 22% $(66.3M) | 4.68% | $241.7M | ||||
| ITOT - ISHARES TR | Add 89% ($109.5M) | 4.51% | $232.8M | +9.83% | |||
| IJR - ISHARES TR | Add 1% ($1.1M) | 2.98% | $153.7M | +8.61% | |||
| IVV - ISHARES TR | 2.56% | $131.9M | +9.87% | ||||
| MSFT - MICROSOFT CORP | Reduce 1% $(890.5K) | 2.28% | $117.7M | +11.82% | |||
| VOO - VANGUARD INDEX FDS | Add 1% ($1.1M) | 1.98% | $102.2M | +9.86% | |||
| IWR - ISHARES TR | Add 104% ($48.5M) | 1.85% | $95.2M | +7.27% | |||
| GOOG - ALPHABET INC | Add 3% ($2.5M) | 1.79% | $92.3M | ||||
| SPY - SPDR S&P 500 ETF TR | Add 1% ($591.3K) | 1.54% | $79.3M | ||||
| JPM - JPMORGAN CHASE & CO. | Reduce 1% $(753.1K) | 1.50% | $77.5M | ||||
| AMZN - AMAZON COM INC | Reduce 3% $(2.3M) | 1.50% | $77.2M | +13.73% | |||
| VYM - VANGUARD WHITEHALL FDS | Add 1% ($490.8K) | 1.41% | $73.0M | ||||
| GLD - SPDR GOLD TR | Add 2% ($1.5M) | 1.36% | $70.1M | ||||
| FPAG - INVESTMENT MANAGERS SER TR I | Add 42% ($20.6M) | 1.36% | $70.0M | +11.81% | |||
| IWF - ISHARES TR | Reduce 1% $(525.1K) | 1.34% | $69.0M | +12.58% | |||
| IJH - ISHARES TR | Add 137% ($38.5M) | 1.29% | $66.6M | +7.59% | |||
| GOOGL - ALPHABET INC | Reduce 3% $(1.8M) | 1.20% | $61.8M | ||||
| EFA - ISHARES TR | Add 98% ($29.0M) | 1.13% | $58.5M | +5.61% | |||
| VXUS - VANGUARD STAR FDS | Add 6% ($2.7M) | 0.97% | $49.9M | +7.18% | |||
| COST - COSTCO WHSL CORP NEW | Add 5% ($2.2M) | 0.89% | $45.7M | -2.21% | |||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 3% $(1.4M) | 0.85% | $43.8M | +4.29% | |||
| SHY - ISHARES TR | New Purchase | 0.81% | $42.0M | +0.61% | |||
| RTX - RTX CORPORATION | Reduce 1% $(522.3K) | 0.76% | $39.0M | ||||
| AVGO - BROADCOM INC | Reduce 4% $(1.5M) | 0.75% | $38.5M | ||||
| LOW - LOWES COS INC | Reduce 2% $(784.1K) | 0.74% | $38.1M | +1.46% | |||
| VIG - VANGUARD SPECIALIZED FUNDS | Add 7% ($2.3M) | 0.71% | $36.5M | ||||
| AOR - ISHARES TR | Reduce 1% $(474.2K) | 0.67% | $34.7M | +5.52% | |||
| BAC - BANK AMERICA CORP | Reduce 1% $(391.3K) | 0.67% | $34.5M | ||||
| VTV - VANGUARD INDEX FDS | Add 5% ($1.5M) | 0.66% | $34.3M | +6.42% | |||
| CVX - CHEVRON CORP NEW | 0.66% | $34.2M | |||||
| ABBV - ABBVIE INC | Reduce 5% $(1.9M) | 0.65% | $33.6M | +2.69% | |||
| FDX - FEDEX CORP | Reduce 1% $(394.9K) | 0.63% | $32.6M | ||||
| IWP - ISHARES TR | New Purchase | 0.63% | $32.4M | +8.48% | |||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 22% $(9.1M) | 0.63% | $32.3M | +7.09% | |||
| PEP - PEPSICO INC | 0.62% | $32.2M | +5.21% | ||||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.62% | $31.9M | -6.64% | ||||
| CAT - CATERPILLAR INC | Reduce 2% $(662.2K) | 0.61% | $31.5M | +22.35% | |||
| MA - MASTERCARD INCORPORATED | Reduce 1% $(385.9K) | 0.61% | $31.5M | -1.05% | |||
| ACN - ACCENTURE PLC IRELAND | Reduce 1% $(407.2K) | 0.61% | $31.4M | ||||
| UNP - UNION PAC CORP | Reduce 52% $(32.1M) | 0.58% | $30.0M | +10.08% | |||
| LIN - LINDE PLC | Reduce 2% $(532.7K) | 0.57% | $29.5M | ||||
| VUG - VANGUARD INDEX FDS | Add 3% ($952.5K) | 0.56% | $28.9M | +12.39% | |||
| TCAF - T ROWE PRICE ETF INC | New Purchase | 0.55% | $28.5M | +8.30% | |||
| IEMG - ISHARES INC | New Purchase | 0.53% | $27.2M | +9.48% | |||
| VCSH - VANGUARD SCOTTSDALE FDS | Add 2% ($405.8K) | 0.53% | $27.1M | +1.45% | |||
| IJJ - ISHARES TR | Reduce 1% $(220.7K) | 0.50% | $25.8M | +8.18% | |||
| UNH - UNITEDHEALTH GROUP INC | 0.50% | $25.8M | -19.69% | ||||
| IEFA - ISHARES TR | New Purchase | 0.49% | $25.2M | +6.14% | |||
| J - JACOBS SOLUTIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| IWD - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | ||||
| CRM - SALESFORCE INC | Reduce 100% | 0.00% | $0.00 | ||||
| FITB - FIFTH THIRD BANCORP | Reduce 100% | 0.00% | $0.00 | ||||