MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income
CIK 846788 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $98.4M
- Posisi
- 14
- Per tanggal
- 31 Des. 2024 Data per Q4 2024
#8.355 dari 9.443 berdasarkan nilai 13F · top 88.5%
- Bobot 10 kepemilikan teratas
- 98,77%
- Bobot 25 kepemilikan teratas
- 100,00%
- Posisi di atas 1%
- 10
- Jumlah posisi efektif
- 4,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
- Posisi baru
- 14
- Meningkat
- 0
- Menurun
- 0
- Tertutup
- 0
Di halaman ini
Rincian sektor
Energy
2,9%
Communication Services
0,0%
Lainnya/Tidak terpetakan
97,1%
Portofolio lengkap 14 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VOO | $35.099.161 | 35,67% | 65.142 | Naik ×1 | |||
| JNK | $23.103.740 | 23,48% | 242.000 | Naik ×1 | |||
| HYG | $7.865.000 | 7,99% | 100.000 | Naik ×1 | |||
| VEA | $7.652.922 | 7,78% | 160.036 | Naik ×1 | |||
| VONV Vanguard Russell 1000 Value ETF | $7.053.069 | 7,17% | 86.807 | Naik ×1 | |||
| VO | $4.814.033 | 4,89% | 18.226 | Naik ×1 | |||
| IVOO | $3.509.352 | 3,57% | 33.264 | Naik ×1 | |||
| GFR Greenfire Resources Ltd. Common Shares | $2.850.051 | 2,90% | 403.690 | Naik ×1 | |||
| VWO | $2.660.633 | 2,70% | 60.414 | Naik ×1 | |||
| VB | $2.577.003 | 2,62% | 10.725 | Naik ×1 | |||
| VNQ | $452.705 | 0,46% | 5.082 | Naik ×1 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $434.487 | 0,44% | 8.404 | Naik ×1 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $320.870 | 0,33% | 3.914 | Naik ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $952 | 0,00% | 5 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| VOO | $35.099.161 | 65.142 | 35,67% |
| JNK | $23.103.740 | 242.000 | 23,48% |
| HYG | $7.865.000 | 100.000 | 7,99% |
| VEA | $7.652.922 | 160.036 | 7,78% |
| VONV | $7.053.069 | 86.807 | 7,17% |
| VO | $4.814.033 | 18.226 | 4,89% |
| IVOO | $3.509.352 | 33.264 | 3,57% |
| GFR | $2.850.051 | 403.690 | 2,90% |
| VWO | $2.660.633 | 60.414 | 2,70% |
| VB | $2.577.003 | 10.725 | 2,62% |
| VNQ | $452.705 | 5.082 | 0,46% |
| IGSB | $434.487 | 8.404 | 0,44% |
| SHY | $320.870 | 3.914 | 0,33% |
| GOOG | $952 | 5 | 0,00% |