Mary Jo Hayes
Mesirow Financial Investment Management, Inc.
Assets Managed
$6.175B
Holdings
517
Last Quarter
2026 - Q1
Filed Date
2mo 3d ago
Growth Rate
26.82%(2Q avg: 6.97%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Mesirow Financial Investment Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 517 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.175B in assets, with a quarterly growth rate of 26.82% and a 2-quarter average growth rate of 6.97%. The portfolio is managed by Mary Jo Hayes, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BRK.B Berkshire Hathaway Inc-cl B
| 7.58% | $468.026M 976,689 shares@ $479.2 avg price | Increased 20.22% |
MOAT Vaneck Morningstar Wide Moat
| 4.19% | $258.703M 2.675M shares@ $96.71 avg price | Increased 34.81% |
AAPL Apple Inc
| 4.01% | $247.372M 974,704 shares@ $253.8 avg price | Decreased -2.48% |
IJR Ishares Core S&p Small-cap E
| 3.16% | $194.962M 1.568M shares@ $124.32 avg price | Increased 44.05% |
MSFT Microsoft Corp
| 2.74% | $169.083M 456,761 shares@ $370.18 avg price | Increased 57.69% |
IVV Ishares Core S&p 500 Etf
| 2.58% | $159.239M 243,758 shares@ $653.27 avg price | Increased 53.24% |
FPAG Fpa Global Equity Etf New
| 2.57% | $158.309M 4.364M shares@ $36.28 avg price | Increased 167.73% |
GOOG Alphabet Inc-cl C
| 2.53% | $155.834M 543,230 shares@ $286.87 avg price | Increased 3.73% |
ITOT Ishares Core S&p Total U.s.
| 2.44% | $150.219M 1.055M shares@ $142.44 avg price | Increased 42.63% |
IJH Ishares Core S&p Midcap Etf
| 2.26% | $139.378M 2.064M shares@ $67.54 avg price | Increased 251.3% |
1-10 of 517