Latest MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M Stock Portfolio
About MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income reported an equity portfolio of $100.3 Millions as of 30 Sep, 2024.
The top stock holdings of MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income are VB, AAXJ, BIL. The fund has invested 36.4% of it's portfolio in VANGUARD INDEX FDS and 15.1% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ISHARES TR (AAXJ), SPDR SER TR (BIL) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB).
The top stock holdings of MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income are VB, AAXJ, BIL. The fund has invested 36.4% of it's portfolio in VANGUARD INDEX FDS and 15.1% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ISHARES TR (AAXJ), SPDR SER TR (BIL) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB).
MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M Annual Return Estimates Vs S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 8.29 |
| vanguard index fds | 7.3 |
Additions to existing portfolio by MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -50.26 |
| spdr ser tr | -33.02 |
| vanguard scottsdale fds | -2.6 |
| vanguard index fds | -2.1 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M reduced stake in above stock
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Sector Distribution
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| IJR | 1.8 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | 0.0 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M
Last Reported on: 13 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 15.05 | 188,000 | 15,096,400 | reduced | -50.26 | ||
| AAXJ | ishares tr | 0.44 | 8,404 | 442,555 | unchanged | 0.00 | ||
| BIL | spdr ser tr | 13.85 | 142,000 | 13,886,200 | reduced | -33.02 | ||
| BNDW | vanguard scottsdale fds | 7.61 | 91,535 | 7,627,610 | reduced | -2.6 | ||
| IJR | ishares tr | 0.32 | 3,914 | 325,449 | unchanged | 0.00 | ||
| IVOG | vanguard admiral fds inc | 3.70 | 35,130 | 3,710,780 | unchanged | 0.00 | ||
| VB | vanguard index fds | 36.37 | 69,119 | 36,472,000 | reduced | -2.1 | ||
| VB | vanguard index fds | 5.27 | 20,018 | 5,281,350 | added | 8.29 | ||
| VB | vanguard index fds | 2.54 | 10,725 | 2,544,080 | added | 7.3 | ||
| VB | vanguard index fds | 0.54 | 5,560 | 541,655 | unchanged | 0.00 | ||
| VEA | vanguard tax-managed fds | 8.43 | 160,036 | 8,451,500 | unchanged | 0.00 | ||
| VEU | vanguard intl equity index f | 2.88 | 60,414 | 2,890,810 | unchanged | 0.00 | ||
| greenfire res ltd new | 3.00 | 403,690 | 3,007,490 | unchanged | 0.00 | |||