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MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

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CHICAGO IL Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Mesirow Financial Investment Management is based out of Chicago. Mesirow Financial Investment Management is a large advisory firm with 13623 clients and discretionary assets under management (AUM) of $44,598,870,000 (Form ADV from 2023-10-03). Their last reported 13F filing for Q4 2023 included $2,738,567,340 in managed 13F securities and a top 10 holdings concentration of 38.0%. Mesirow Financial Investment Management's largest holding is Berkshire Hathaway Inc Class B with shares held of 600,879. Whalewisdom has at least 39 13F filings

2023-12-31

Top Buys (13F)

Name % Change
BRK.B Berkshire Hathaway I 7.65%
MOAT VanEck Morningstar W 6.99%
ITOT iShares Core S&P Tot 3.53%
IJR iShares Core S&P Sma 3.46%
AAPL Apple Inc 3.45%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
BRK.B Berkshire Hathaway I 7.65%
MOAT VanEck Morningstar W 6.99%
ITOT iShares Core S&P Tot 3.53%
IJR iShares Core S&P Sma 3.46%
AAPL Apple Inc 3.45%

2023-12-31

13F Activity

Market Value $2.74b, Prior: $23.0m
New Purchases 492 stocks
Added To 6 stocks
Sold out of 8 stocks
Reduced holdings in 7 stocks
Top 10 Holdings % 38%
Turnover %[1] 88.5%
Turnover Alt %[2] 0.09%
Time Held Top 20 0 quarters
Time Held Top 10 0 quarters
Time Held All 1.12 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance