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 |
---|---|---|---|
CVXChevron Corp New
| 0.58% | $29.955M 203,402 shares@ $147.28 avg price | Increased 0.5% |
MAMastercard Incorporated
| 0.55% | $28.324M 57,351 shares@ $493.88 avg price | Increased 0.55% |
UNHUnitedhealth Group Inc
| 0.55% | $28.108M 48,064 shares@ $584.8 avg price | Increased 1.33% |
BRK.ABerkshire Hathaway Inc Del
| 0.54% | $27.647M 40 shares@ $691180.0 avg price | Increased 42.86% |
CRMSalesforce Inc
| 0.49% | $25.118M 91,768 shares@ $273.72 avg price | Increased 0.02% |
IEFAIshares Tr
| 0.47% | $24.251M 310,704 shares@ $78.06 avg price | Increased 3.8% |
METAMeta Platforms Inc
| 0.44% | $22.569M 39,414 shares@ $572.61 avg price | Increased 1.1% |
VTIVanguard Index Fds
| 0.42% | $21.475M 75,839 shares@ $283.17 avg price | Increased 1.1% |
TCAFT Rowe Price Etf Inc
| 0.41% | $20.951M 630,118 shares@ $33.25 avg price | Increased 20.33% |
VWOVanguard Intl Equity Index F
| 0.4% | $20.586M 430,220 shares@ $47.86 avg price | Increased 101.11% |