Top 14 Mesirow Financial Investment Management - Fixed Income Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 35.67% | 65.1K | $35.1M | -5.75%(-3.98K) | โ | 2024-12-31 | |
| JNK | SPDR SER TR | 23.48% | 242.0K | $23.1M | +70.42%(+100.00K) | โ | 2024-12-31 | |
| HYG | ISHARES TR | 7.99% | 100.0K | $7.9M | -46.81%(-88.00K) | โ | 2024-12-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.78% | 160.0K | $7.7M | +0.00%(+0) | โ | 2024-12-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 7.17% | 86.8K | $7.1M | -5.17%(-4.73K) | โ | 2024-12-31 | |
| VO | VANGUARD INDEX FDS | 4.89% | 18.2K | $4.8M | -8.95%(-1.79K) | โ | 2024-12-31 | |
| IVOO | VANGUARD ADMIRAL FDS INC | 3.57% | 33.3K | $3.5M | -5.31%(-1.87K) | โ | 2024-12-31 | |
| GFR | GREENFIRE RES LTD NEW | 2.9% | 403.7K | $2.9M | +0.00%(+0) | โ | 2024-12-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.7% | 60.4K | $2.7M | +0.00%(+0) | โ | 2024-12-31 | |
| VB | VANGUARD INDEX FDS | 2.62% | 10.7K | $2.6M | +0.00%(+0) | โ | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Mesirow Financial Investment Management - Fixed Income reports $98.94M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are VOO (35.7%), JNK (23.5%) and HYG (8.0%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Mesirow Financial Investment Management - Fixed Income, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Mesirow Financial Investment Management - Fixed Incomeโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 846788). View Mesirow Financial Investment Management - Fixed Incomeโs 13F filings on SEC