Mesirow Financial Investment Management, Inc.

RIA/Wealth

Mesirow Financial Investment Management, Inc. is a RIA/Wealth based in Chicago, IL led by Natalie Annette Brown, reporting $45.2B in AUM as of Q3 2025 with 45% ETF concentration.

CEONatalie Annette Brown

Portfolio Value: $5.6B
Positions: 552
Top Holding: BRK.B at 8.71%
Last Reported: Q3 2025

Address353 N. Clark St, Chicago, IL, 60654, United States

Top Holdings

Largest long holdings in Mesirow Financial Investment Management, Inc.'s portfolio (36.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$484.6M	8.71%	+$4.8M Bought	0.04% 963.9K shares	Q4 2023 Held for 1y 11m
2 Apple AAPL	Consumer Electronics Technology	$268.2M	4.82%	-$2.8M Sold	0.01% 1.1M shares	Q4 2023 Held for 1y 11m
3 VanEck Morningstar Wide Moat ETF MOAT	ETF ETF	$260.4M	4.68%	-$4.1M Sold	— 2.6M shares	Q4 2023 Held for 1y 11m
4 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$175.6M	3.16%	+$5.1M Bought	— 1.5M shares	Q4 2023 Held for 1y 11m
5 Microsoft MSFT	Software - Infrastructure Technology	$171.2M	3.08%	-$93.8K Sold	0.00% 330.6K shares	Q4 2023 Held for 1y 11m
6 iShares Core S&P 500 ETF IVV	ETF ETF	$162.0M	2.91%	+$203.5K Bought	— 242.0K shares	Q4 2023 Held for 1y 11m
7 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$149.0M	2.68%	+$419.3K Bought	— 1.0M shares	Q4 2023 Held for 1y 11m
8 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$136.8M	2.46%	-$1.5M Sold	0.00% 561.8K shares	Q4 2023 Held for 1y 11m
9 Vanguard S&P 500 ETF VOO	ETF ETF	$122.3M	2.20%	-$1.4M Sold	— 199.7K shares	Q4 2023 Held for 1y 11m
10 JPMorgan Chase JPM	Banks - Diversified Financial Services	$99.8M	1.79%	-$896.1K Sold	0.01% 316.5K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Mesirow Financial Investment Management, Inc.'s latest filing

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Market Value

$5.6B

Prior: $5.1B

Q/Q Change

+8.77%

+$448.6M

Net Flows % of MV

+0.854%

Turnover Ratio

1.64%

New Purchases

19 stocks

$6.0M

Added To

264 stocks

+$108.0M

Sold Out Of

12 stocks

$3.8M

Reduced Holdings

187 stocks

-$62.6M

Increased Positions

Position	Shares Δ	Change
1 Applovin Corporation APP	New	0 → 1.1K +$787.5K
2 Shopify SHOP	New	0 → 4.3K +$637.1K
3 FISV Fiserv, Inc. Common Stock FISV	New	0 → 4.6K +$592.7K
4 Seagate Technology Holdings PLC STX	New	0 → 1.9K +$443.6K
5 DFLV Dimensional US Large Cap Value DFLV	New	0 → 10.2K +$336.7K

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	4.9K → 0 −$837.7K
2 WisdomTree Floating Rate Treasury Fund USFR	Sold	11.3K → 0 −$570.1K
3 Soho House & Co. SHCO	Sold	72.5K → 0 −$532.7K
4 Chipotle Mexican Grill CMG	Sold	7.5K → 0 −$421.8K
5 Walgreens Boots Alliance WBA	Sold	32.1K → 0 −$368.9K

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Analytics

Portfolio insights and performance metrics for Mesirow Financial Investment Management, Inc.

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Sector Allocation

ETF

44.90%

Financial Services

15.90%

Technology

13.00%

Communication Services

5.50%

Industrials

4.50%

Healthcare

4.10%

Consumer Cyclical

3.80%

Consumer Defensive

2.40%

Energy

1.70%

Basic Materials

0.70%

Utilities

0.50%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

38.88%

Large Cap ($10B - $200B)

13.02%

Mid Cap ($2B - $10B)

0.14%

Small Cap ($300M - $2B)

0.09%

Micro Cap ($50M - $300M)

0.03%

Nano Cap (< $50M)

0.02%

N/A (ETF or Unknown)

47.80%

Portfolio Concentration

Top 10 Holdings %

36.48%

Top 20 Holdings %

50.39%

Top 50 Holdings %

70.55%

Top 100 Holdings %

87.39%