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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
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
IWDIshares Tr
Recent Activity
Increased 0.08%
0.77%
$39.59M
208,594 shares@ $189.8 avg price
WMTWalmart Inc
Recent Activity
Increased 100.84%
0.76%
$38.907M
481,818 shares@ $80.76 avg price
PEPPepsico Inc
Recent Activity
Increased 0.54%
0.72%
$36.816M
216,500 shares@ $170.06 avg price
RTXRtx Corporation
Recent Activity
Increased 0.26%
0.71%
$36.238M
299,093 shares@ $121.16 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 1.87%
0.7%
$35.984M
101,800 shares@ $353.49 avg price
VTVVanguard Index Fds
Recent Activity
Increased 2.72%
0.65%
$33.372M
191,171 shares@ $174.57 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Increased 97.98%
0.63%
$32.45M
336,200 shares@ $96.52 avg price
IJHIshares Tr
Recent Activity
Increased 3.35%
0.59%
$30.036M
481,959 shares@ $62.33 avg price