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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
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 107.82%
1.01%
$51.851M
652,848 shares@ $79.43 avg price
IWRIshares Tr
Recent Activity
Increased 15.71%
0.93%
$48.031M
544,936 shares@ $88.15 avg price
FPAGInvestment Managers Ser Tr I
Recent Activity
Increased 11.54%
0.92%
$47.065M
1.522M shares@ $30.92 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -0.09%
0.88%
$45.373M
167,522 shares@ $270.86 avg price
VOVanguard Index Fds
Recent Activity
Increased 101.69%
0.85%
$43.445M
164,660 shares@ $263.85 avg price
VOEVanguard Index Fds
Recent Activity
Increased 119.13%
0.83%
$42.844M
255,535 shares@ $167.67 avg price
AVGOBroadcom Inc
Recent Activity
Increased 923.52%
0.82%
$41.979M
243,361 shares@ $172.5 avg price
MGCVanguard World Fd
Recent Activity
Increased 101.03%
0.79%
$40.698M
196,948 shares@ $206.65 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -5.86%
0.79%
$40.628M
45,815 shares@ $886.78 avg price
IWDIshares Tr
Recent Activity
Increased 0.08%
0.77%
$39.59M
208,594 shares@ $189.8 avg price