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MIM
Meros Investment Management Portfolio holdings
AUM
$231M
1-Year Est. Return
35.94%
This Fund
S&P 500
1 Year Est. Return
+35.94%
AUM
$231M
AUM Growth
-$21.4M
(-8.5%)
Holding
57
Top Buys
| 1 | +$3.7M | |
| 2 | +$3.39M | |
| 3 | +$2.8M | |
| 4 |
Amplitude
AMPL
|
+$2.49M |
| 5 |
Simulations Plus
SLP
|
+$2.37M |
Top Sells
| 1 | +$5.54M | |
| 2 | +$4.58M | |
| 3 | +$2.75M | |
| 4 |
Photronics
PLAB
|
+$2.55M |
| 5 |
InMode
INMD
|
+$2.54M |
Sector Composition
| 1 | Industrials | 30.66% |
| 2 | Consumer Discretionary | 19.58% |
| 3 | Healthcare | 17.67% |
| 4 | Technology | 13.5% |
| 5 | Energy | 9.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Ducommun
DCO
$2.48B
| $15.6M | 6.78% |
128,210
-46,275
|
|
||
2
Select Water Solutions
WTTR
$2.35B
| $14M | 6.06% |
913,923
-25,934
|
|
||
3
Enviri
NVRI
$600M
| $12.3M | 5.32% |
625,852
-17,797
|
|
||
|
THR
4
DELISTED
Thermon Group Holdings
THR
| $12.2M | 5.27% |
241,463
-98,212
|
|
||
5
Magnite
MGNI
$2.33B
| $11.8M | 5.11% |
992,351
+166,756
|
|
||
6
Cohu
COHU
$2.89B
| $8.45M | 3.66% |
275,958
-79,786
|
|
||
|
SEI
7
Solaris Energy Infrastructure
SEI
$4.32B
| $8.12M | 3.52% |
143,771
-20,553
|
|
||
8
Arhaus
ARHS
$1.01B
| $8.11M | 3.51% |
1,195,473
+373,739
|
|
||
|
9
Amplitude
AMPL
$914M
| $7.94M | 3.44% |
1,163,826
+301,952
|
|
||
10
indie Semiconductor
INDI
$866M
| $6.62M | 2.87% |
2,054,442
-58,530
|
|
||
|
SCVL
11
DELISTED
Shoe Carnival
SCVL
| $6.6M | 2.86% |
423,080
+7,970
|
|
||
12
Kura Sushi USA
KRUS
$595M
| $6.33M | 2.74% |
90,676
-35,580
|
|
||
13
Mesa Laboratories
MLAB
$583M
| $6.02M | 2.61% |
68,032
-16,985
|
|
||
|
14
Simulations Plus
SLP
$330M
| $5.91M | 2.56% |
500,017
+160,775
|
|
||
15
Build-A-Bear
BBW
$403M
| $5.7M | 2.47% |
152,126
+5,170
|
|
||
16
Malibu Boats
MBUU
$547M
| $5.58M | 2.42% |
215,194
+57,319
|
|
||
17
Azenta
AZTA
$1.04B
| $5.19M | 2.25% |
245,657
+78,812
|
|
||
18
Phreesia
PHR
$560M
| $5.16M | 2.24% |
615,740
+137,466
|
|
||
19
CryoPort
CYRX
$737M
| $5.04M | 2.19% |
609,073
-17,354
|
|
||
20
Wabash National
WNC
$395M
| $4.72M | 2.05% |
548,037
-15,582
|
|
||
21
InfuSystem Holdings
INFU
$184M
| $4.33M | 1.88% |
469,408
-28,581
|
|
||
22
MiMedx Group
MDXG
$536M
| $4.32M | 1.87% |
1,093,028
-233,009
|
|
||
23
Interface
TILE
$1.85B
| $4.21M | 1.82% |
168,968
-4,822
|
|
||
|
AIV
24
Aimco
AIV
$414M
| $3.94M | 1.71% |
968,124
-27,557
|
|
||
25
Werner Enterprises
WERN
$2.64B
| $3.83M | 1.66% |
130,157
+56,586
|
|