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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.04%
8.39%
$433.435M
941,726 shares@ $460.26 avg price
AAPLApple Inc
Recent Activity
Decreased -0.46%
5.03%
$259.9M
1.115M shares@ $233.01 avg price
MOATVaneck Etf Trust
Recent Activity
Increased 3.59%
4.96%
$256.113M
2.642M shares@ $96.96 avg price
IJRIshares Tr
Recent Activity
Increased 4.47%
3.13%
$161.666M
1.382M shares@ $116.96 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 101.25%
2.73%
$140.664M
1.097M shares@ $128.21 avg price
IVVIshares Tr
Recent Activity
Increased 1.34%
2.6%
$133.979M
232,245 shares@ $576.89 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.37%
2.46%
$127.105M
295,376 shares@ $430.32 avg price
ITOTIshares Tr
Recent Activity
Increased 1.74%
2.45%
$126.276M
1.005M shares@ $125.63 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -1.62%
2%
$103.203M
195,566 shares@ $527.72 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.05%
1.88%
$97.041M
580,411 shares@ $167.2 avg price