Mesirow Financial Investment Management, Inc. Top Holdings and 13F Report (2024) → Obama’s Forever Term [exposed] (From Porter & Company) (Ad) About Mesirow Financial Investment Management, Inc.Investment ActivityMesirow Financial Investment Management, Inc. has $4.40 billion in total holdings as of March 31, 2024.Mesirow Financial Investment Management, Inc. owns shares of 523 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Approximately 13.26% of the portfolio was purchased this quarter.About 1.65% of the portfolio was sold this quarter.This quarter, Mesirow Financial Investment Management, Inc. has purchased 565 new stocks and bought additional shares in 336 stocks.Mesirow Financial Investment Management, Inc. sold shares of 85 stocks and completely divested from 100 stocks this quarter.Largest Holdings Berkshire Hathaway $390,398,032VanEck Morningstar Wide Moat ETF $225,517,263Apple $193,756,294iShares Core S&P Small-Cap ETF $145,477,305Microsoft $124,143,920 Largest New Holdings this Quarter Nucor $1,456,357 HoldingCOOPER COS INC $1,122,858 HoldingAutodesk $997,669 HoldingTransDigm Group $958,185 HoldingFortive $873,605 Holding Largest Purchases this Quarter Berkshire Hathaway 327,499 shares (about $137.72M)Alphabet 219,416 shares (about $33.41M)iShares Core S&P Small-Cap ETF 255,644 shares (about $28.25M)iShares Core S&P 500 ETF 46,253 shares (about $24.32M)VanEck Morningstar Wide Moat ETF 252,391 shares (about $22.69M) Largest Sales this Quarter iShares Core Growth Allocation ETF 377,767 shares (about $21.03M)NVIDIA 2,706 shares (about $2.45M)Humana 6,473 shares (about $2.24M)Fifth Third Bancorp 53,321 shares (about $1.98M)iShares Short-Term National Muni Bond ETF 15,250 shares (about $1.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMesirow Financial Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$390,398,032$137,718,650 ▲54.5%928,3788.9%FinanceMOATVanEck Morningstar Wide Moat ETF$225,517,263$22,690,364 ▲11.2%2,508,4895.1%ETFAAPLApple$193,756,294$586,641 ▲0.3%1,129,8904.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$145,477,305$28,253,720 ▲24.1%1,316,3013.3%ETFMSFTMicrosoft$124,143,920$9,145,325 ▲8.0%295,0572.8%Computer and TechnologyIVViShares Core S&P 500 ETF$116,250,105$24,320,033 ▲26.5%221,0902.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$112,381,637$6,386,628 ▲6.0%974,6822.6%ETFVOOVanguard S&P 500 ETF$91,765,210$4,666,207 ▲5.4%190,8972.1%ETFGOOGAlphabet$88,518,802$33,408,286 ▲60.6%581,3662.0%Computer and TechnologyAMZNAmazon.com$74,181,816$15,522,060 ▲26.5%411,2531.7%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$73,762,815$7,035,576 ▲10.5%148,2161.7%FinanceIWFiShares Russell 1000 Growth ETF$67,131,660$7,504,053 ▲12.6%199,1661.5%ETFVYMVanguard High Dividend Yield ETF$66,489,352$3,260,809 ▲5.2%549,5431.5%ETFJPMJPMorgan Chase & Co.$65,766,893$5,659,258 ▲9.4%328,3431.5%FinanceGOOGLAlphabet$62,558,976$2,581,356 ▲4.3%414,4901.4%Computer and TechnologyTMOThermo Fisher Scientific$53,062,799$176,690 ▼-0.3%91,2961.2%MedicalGLDSPDR Gold Shares$49,553,422$11,195,236 ▲29.2%240,8791.1%FinanceLOWLowe's Companies$42,897,343$170,417 ▲0.4%168,4011.0%Retail/WholesaleVXUSVanguard Total International Stock ETF$40,842,998$3,186,280 ▲8.5%677,3240.9%ETFFDXFedEx$39,708,605$1,029,759 ▲2.7%137,0460.9%TransportationIWRiShares Russell Mid-Cap ETF$38,874,565$2,869,908 ▲8.0%462,2970.9%ETFIWDiShares Russell 1000 Value ETF$37,642,467$1,903,347 ▲5.3%210,1700.9%ETFPEPPepsiCo$37,566,271$2,684,968 ▲7.7%214,6550.9%Consumer StaplesCATCaterpillar$36,103,814$1,016,493 ▲2.9%98,5270.8%Industrial ProductsCOSTCostco Wholesale$35,570,000$3,027,608 ▲9.3%48,5450.8%Retail/WholesaleFPAGFPA Global Equity ETF$35,455,873$8,788,156 ▲33.0%1,228,1200.8%ETFACNAccenture$34,793,905$505,430 ▲1.5%100,3690.8%Business ServicesAORiShares Core Growth Allocation ETF$34,490,243$21,030,259 ▼-37.9%619,5490.8%ETFABBVAbbVie$32,818,126$6,430,149 ▲24.4%180,2250.7%MedicalUNPUnion Pacific$32,795,546$110,177 ▲0.3%133,3530.7%TransportationBACBank of America$32,720,821$4,180,712 ▲14.6%862,8920.7%FinanceAVGOBroadcom$32,093,004$1,768,071 ▲5.8%24,2140.7%Computer and TechnologyVTVVanguard Value ETF$31,975,755$5,193,982 ▲19.4%196,3370.7%ETFVIGVanguard Dividend Appreciation ETF$31,810,636$3,524,390 ▲12.5%174,1990.7%ETFCVXChevron$31,204,722$1,232,591 ▲4.1%197,8220.7%Oils/EnergyLINDE PLC$30,562,442$135,583 ▲0.4%65,8210.7%SHSVEAVanguard FTSE Developed Markets ETF$30,479,274$882,642 ▲3.0%607,5190.7%ETFJJacobs Solutions$29,238,863$165,875 ▼-0.6%190,1960.7%Business ServicesRTXRTX$29,014,017$1,141,488 ▲4.1%297,4890.7%AerospaceEFAiShares MSCI EAFE ETF$28,855,631$989,454 ▲3.6%361,3320.7%FinanceIJHiShares Core S&P Mid-Cap ETF$28,113,640$22,616,036 ▲411.4%462,8550.6%ETFDISWalt Disney$27,637,017$2,151,649 ▲8.4%225,8590.6%Consumer DiscretionaryCRMSalesforce$27,557,668$472,551 ▲1.7%91,4990.6%Computer and TechnologyMAMastercard$27,067,979$3,995,855 ▲17.3%56,2040.6%Business ServicesIJJiShares S&P Mid-Cap 400 Value ETF$26,241,892$1,829,124 ▲7.5%221,8430.6%ETFGALSPDR SSgA Global Allocation ETF$26,237,639$232,384 ▼-0.9%607,2100.6%ETFVUGVanguard Growth ETF$26,216,804$2,223,776 ▲9.3%76,1590.6%ETFFITBFifth Third Bancorp$25,640,678$1,984,072 ▼-7.2%689,0810.6%FinanceUNHUnitedHealth Group$24,057,443$404,206 ▲1.7%48,6260.5%MedicalVCSHVanguard Short-Term Corporate Bond ETF$23,245,116$534,669 ▲2.4%300,6780.5%ETFTELTE Connectivity$23,124,987$102,105 ▲0.4%159,2170.5%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$22,760,089$2,418,815 ▲11.9%306,6590.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$22,468,815$725,874 ▼-3.1%274,7490.5%ManufacturingABTAbbott Laboratories$21,024,252$2,681,142 ▲14.6%184,9660.5%MedicalVOVanguard Mid-Cap ETF$20,713,220$526,988 ▲2.6%82,8940.5%ETFJNJJohnson & Johnson$20,205,922$1,845,069 ▲10.0%127,7470.5%MedicalVTIVanguard Total Stock Market ETF$19,982,860$906,008 ▲4.7%76,8870.5%ETFMETAMeta Platforms$19,745,767$4,251,425 ▲27.4%40,6580.4%Computer and TechnologyVTVanguard Total World Stock ETF$19,490,359$1,046,401 ▲5.7%176,3890.4%ETFIWMiShares Russell 2000 ETF$19,313,335$1,544,200 ▲8.7%91,8390.4%FinanceHDHome Depot$18,925,986$1,488,453 ▲8.5%49,3350.4%Retail/WholesaleIVEiShares S&P 500 Value ETF$18,456,218$33,252 ▼-0.2%98,7970.4%ETFMGCVanguard Mega Cap ETF$18,319,918$1,710,245 ▲10.3%98,0350.4%ETFBLKBlackRock$18,044,877$305,139 ▲1.7%21,6440.4%FinanceBRK.ABerkshire Hathaway$17,764,320$12,688,800 ▲250.0%280.4%FinanceVOEVanguard Mid-Cap Value ETF$17,403,102$5,061,989 ▲41.0%111,6180.4%ETFMCDMcDonald's$16,916,640$5,677,881 ▲50.5%60,0020.4%Retail/WholesaleAXPAmerican Express$16,575,225$803,738 ▲5.1%72,7980.4%FinanceGPNGlobal Payments$15,683,676$230,163 ▲1.5%117,3400.4%Business ServicesADBEAdobe$15,615,967$2,971,923 ▲23.5%30,9490.4%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$15,595,179$962,993 ▲6.6%179,9370.4%ETFEEMiShares MSCI Emerging Markets ETF$15,483,600$225,241 ▼-1.4%376,9150.4%FinanceIBTEiShares iBonds Dec 2024 Term Treasury ETF$15,019,053$835,291 ▲5.9%627,3620.3%ManufacturingCOPConocoPhillips$14,677,854$714,583 ▲5.1%115,3140.3%Oils/EnergyVOOVVanguard S&P 500 Value ETF$14,343,804$2,095,264 ▲17.1%79,4800.3%ETFORCLOracle$14,194,119$845,987 ▲6.3%113,0010.3%Computer and TechnologyIVWiShares S&P 500 Growth ETF$14,072,062$157,987 ▲1.1%166,6520.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$14,010,093$244,796 ▲1.8%25,1820.3%ETFSBUXStarbucks$13,941,980$1,235,169 ▲9.7%152,5620.3%Retail/WholesaleTCAFT. Rowe Price Capital Appreciation Equity ETF$13,702,123$8,409,224 ▲158.9%453,2660.3%ETFWMTWalmart$13,401,801$8,995,386 ▲204.1%222,7330.3%Retail/WholesaleEPDEnterprise Products Partners$12,983,910$1,601,997 ▲14.1%444,9550.3%Oils/EnergyIEMGiShares Core MSCI Emerging Markets ETF$12,767,295$678,285 ▲5.6%247,4270.3%ETFSDYSPDR S&P Dividend ETF$12,679,716$1,198,993 ▲10.4%96,6160.3%ETFAOAiShares Core Aggressive Allocation ETF$12,555,839$850,220 ▲7.3%170,9220.3%ETFLLYEli Lilly and Company$12,542,468$1,204,450 ▲10.6%16,1200.3%MedicalKOCoca-Cola$12,509,348$245,947 ▲2.0%204,4650.3%Consumer StaplesMDTMedtronic$12,096,719$328,472 ▲2.8%138,8020.3%MedicalELEstée Lauder Companies$11,938,647$5,408,216 ▲82.8%77,4480.3%Consumer StaplesCVSCVS Health$11,712,203$495,579 ▲4.4%146,8340.3%Retail/WholesaleCHDChurch & Dwight$11,540,971$716,089 ▲6.6%110,6410.3%Consumer StaplesALLAllstate$11,215,223$440,318 ▲4.1%64,8230.3%FinanceHLTHilton Worldwide$11,144,168$678,539 ▲6.5%52,2440.3%Consumer DiscretionaryPFEPfizer$10,904,292$1,442,047 ▲15.2%392,9500.2%MedicalQQQInvesco QQQ$10,886,077$72,828 ▲0.7%24,5140.2%FinanceSUBiShares Short-Term National Muni Bond ETF$10,757,516$1,597,112 ▼-12.9%102,7180.2%ETFPGProcter & Gamble$10,550,763$977,331 ▲10.2%65,0320.2%Consumer StaplesSCHDSchwab US Dividend Equity ETF$10,401,884$1,736,738 ▲20.0%129,0040.2%ETFXOMExxon Mobil$10,151,336$428,925 ▲4.4%87,3310.2%Oils/EnergySCHWCharles Schwab$9,995,601$493,747 ▲5.2%138,1680.2%FinanceShowing largest 100 holdings. 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