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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VXUSVanguard Star Fds
Recent Activity
Increased 109.74%
1.79%
$92.412M
1.427M shares@ $64.75 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.93%
1.6%
$82.46M
143,725 shares@ $573.74 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.3%
1.51%
$77.72M
417,110 shares@ $186.33 avg price
IWFIshares Tr
Recent Activity
Increased 1.56%
1.45%
$74.77M
199,184 shares@ $375.39 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.99%
1.33%
$68.728M
414,394 shares@ $165.86 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 108.22%
1.33%
$68.381M
345,254 shares@ $198.07 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.71%
1.32%
$68.002M
322,499 shares@ $210.86 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 105.73%
1.28%
$65.878M
1.247M shares@ $52.81 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 2.81%
1.12%
$57.497M
236,556 shares@ $243.06 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -0.21%
1.09%
$55.984M
90,504 shares@ $618.58 avg price