Mary Jo Hayes
@Mesirow Financial Investment Management, Inc.
Latest period2024 - Q3ReportedManaged Assets$5.168BTotal holdings593
Assets growth rate16.39%Assets growth rate (2-Q avg)8.71%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Mesirow Financial Investment Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 593 positions.
Assets under management
The assets under management (AUM) of Mesirow Financial Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.168B in assets, with a quarterly growth rate of 16.39% and a 2-quarter average growth rate of 8.71%. The portfolio is managed by Mary Jo Hayes, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BRK.BBerkshire Hathaway Inc Del
| 8.39% | $433.435M 941,726 shares@ $460.26 avg price | Increased 1.04% |
MOATVaneck Etf Trust
| 4.96% | $256.113M 2.642M shares@ $96.96 avg price | Increased 3.59% |
IJRIshares Tr
| 3.13% | $161.666M 1.382M shares@ $116.96 avg price | Increased 4.47% |
VYMVanguard Whitehall Fds
| 2.73% | $140.664M 1.097M shares@ $128.21 avg price | Increased 101.25% |
IVVIshares Tr
| 2.6% | $133.979M 232,245 shares@ $576.89 avg price | Increased 1.34% |
MSFTMicrosoft Corp
| 2.46% | $127.105M 295,376 shares@ $430.32 avg price | Increased 0.37% |
ITOTIshares Tr
| 2.45% | $126.276M 1.005M shares@ $125.63 avg price | Increased 1.74% |
VXUSVanguard Star Fds
| 1.79% | $92.412M 1.427M shares@ $64.75 avg price | Increased 109.74% |
SPYSpdr S&p 500 Etf Tr
| 1.6% | $82.46M 143,725 shares@ $573.74 avg price | Increased 1.93% |
AMZNAmazon Com Inc
| 1.51% | $77.72M 417,110 shares@ $186.33 avg price | Increased 1.3% |