Latest MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M Stock Portfolio
Performance for 2024 Q4 is 0%, and YTD is 0.01%, and 2023 is 0.01%.
About MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M and 13F Hedge Fund Stock Holdings
The top stock holdings of MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income are VB, BIL, AAXJ. The fund has invested 35.7% of it's portfolio in VANGUARD INDEX FDS and 23.5% of portfolio in SPDR SER TR.
They significantly reduced their stock positions in ISHARES TR (AAXJ), VANGUARD INDEX FDS (VB) and VANGUARD ADMIRAL FDS INC (IVOG). MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income opened new stock positions in ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SER TR (BIL).
MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| alphabet inc | 952 |
Additions
| Ticker | % Inc. |
|---|---|
| spdr ser tr | 70.42 |
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -46.81 |
| vanguard index fds | -8.95 |
| vanguard index fds | -8.6 |
| vanguard index fds | -5.75 |
| vanguard admiral fds inc | -5.31 |
| vanguard scottsdale fds | -5.17 |
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Sector Distribution
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income has about 100% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 100 |
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
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income has 14 stocks in it's portfolio. About 98.8% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income last quarter.
Last Reported on: 13 Feb, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 7.99 | 100,000 | 7,865,000 | reduced | -46.81 | ||
| AAXJ | ishares tr | 0.44 | 8,404 | 434,487 | unchanged | 0.00 | ||
| BIL | spdr ser tr | 23.48 | 242,000 | 23,103,700 | added | 70.42 | ||
| BNDW | vanguard scottsdale fds | 7.17 | 86,807 | 7,053,070 | reduced | -5.17 | ||
| GOOG | alphabet inc | 0.00 | 5.00 | 952 | new | |||
| IJR | ishares tr | 0.33 | 3,914 | 320,870 | unchanged | 0.00 | ||
| IVOG | vanguard admiral fds inc | 3.57 | 33,264 | 3,509,350 | reduced | -5.31 | ||
| VB | vanguard index fds | 35.67 | 65,142 | 35,099,200 | reduced | -5.75 | ||
| VB | vanguard index fds | 4.89 | 18,226 | 4,814,030 | reduced | -8.95 | ||
| VB | vanguard index fds | 2.62 | 10,725 | 2,577,000 | unchanged | 0.00 | ||
| VB | vanguard index fds | 0.46 | 5,082 | 452,705 | reduced | -8.6 | ||
| VEA | vanguard tax-managed fds | 7.78 | 160,036 | 7,652,920 | unchanged | 0.00 | ||
| VEU | vanguard intl equity index f | 2.70 | 60,414 | 2,660,630 | unchanged | 0.00 | ||
| greenfire res ltd new | 2.90 | 403,690 | 2,850,050 | unchanged | 0.00 | |||