Mary Jo Hayes

@Mesirow Financial Investment Management, Inc.

Latest period2024 - Q3

Reported2mo 18d ago

Managed Assets$5.168B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
HDHome Depot Inc Recent Activity Increased 2.43%	0.4%	$20.499M 50,592 shares@ $405.19 avg price	Increased 2.43%
AXPAmerican Express Co Recent Activity Increased 0.61%	0.4%	$20.393M 75,192 shares@ $271.21 avg price	Increased 0.61%
IVEIshares Tr Recent Activity Increased 1.59%	0.39%	$19.89M 100,878 shares@ $197.17 avg price	Increased 1.59%
ORCLOracle Corp Recent Activity Increased 2.29%	0.39%	$19.774M 116,038 shares@ $170.41 avg price	Increased 2.29%
EEMIshares Tr Recent Activity Increased 1.76%	0.34%	$17.431M 380,097 shares@ $45.86 avg price	Increased 1.76%
VVisa Inc Recent Activity Increased 215.44%	0.32%	$16.439M 59,774 shares@ $275.03 avg price	Increased 215.44%
ZTSZoetis Inc Recent Activity Increased 105.54%	0.32%	$16.08M 82,298 shares@ $195.4 avg price	Increased 105.54%
KOCoca Cola Co Recent Activity Increased 0.56%	0.29%	$14.71M 204,703 shares@ $71.86 avg price	Increased 0.56%
VOOVVanguard Admiral Fds Inc Recent Activity Increased 0.86%	0.29%	$14.525M 76,159 shares@ $190.72 avg price	Increased 0.86%
MDYSpdr S&p Midcap 400 Etf Tr Recent Activity Increased 3.37%	0.29%	$14.524M 25,493 shares@ $569.72 avg price	Increased 3.37%