MIM
Meros Investment Management Portfolio holdings
AUM
$234M
1-Year Est. Return
21.3%
1 Year Est. Return
+21.3%
AUM
$234M
AUM Growth
+$23.5M
(+11%)
Holding
45
Top Buys
| 1 | +$5.21M | |
| 2 | +$4.68M | |
| 3 | +$4.59M | |
| 4 |
Mesa Laboratories
MLAB
|
+$2.67M |
| 5 |
AIV
Aimco
AIV
|
+$2.64M |
Top Sells
| 1 | +$7.52M | |
| 2 | +$5.28M | |
| 3 | +$3.04M | |
| 4 |
BioLife Solutions
BLFS
|
+$2.68M |
| 5 |
Arhaus
ARHS
|
+$2.42M |
Sector Composition
| 1 | Industrials | 26.57% |
| 2 | Technology | 19.16% |
| 3 | Healthcare | 19.04% |
| 4 | Real Estate | 9.48% |
| 5 | Energy | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Ducommun
DCO
$1.42B
| $16M | 6.83% |
166,540
-6,142
|
|
||
|
PLYM
2
Plymouth Industrial REIT
PLYM
$974M
| $14.6M | 6.24% |
655,075
-2,552
|
|
||
3
Magnite
MGNI
$2.3B
| $13.4M | 5.71% |
613,828
-88,314
|
|
||
|
SEI
4
Solaris Energy Infrastructure
SEI
$2.64B
| $11.7M | 4.98% |
291,738
-11,008
|
|
||
5
Photronics
PLAB
$2.34B
| $11.6M | 4.95% |
504,808
-53,473
|
|
||
6
Select Water Solutions
WTTR
$1.19B
| $9.63M | 4.11% |
900,386
+118,464
|
|
||
7
Thermon Group Holdings
THR
$1.34B
| $9.41M | 4.02% |
352,001
+69,346
|
|
||
8
MiMedx Group
MDXG
$1.06B
| $8.87M | 3.79% |
1,270,357
+202,639
|
|
||
9
Amplitude
AMPL
$1.51B
| $8.2M | 3.5% |
765,095
+209,693
|
|
||
10
indie Semiconductor
INDI
$908M
| $8.12M | 3.47% |
1,994,818
+504,578
|
|
||
11
Enviri
NVRI
$1.46B
| $8.09M | 3.45% |
637,241
+48,649
|
|
||
12
Phreesia
PHR
$967M
| $7.58M | 3.23% |
322,137
+199,050
|
|
||
|
AIV
13
Aimco
AIV
$827M
| $7.57M | 3.23% |
954,181
+333,121
|
|
||
14
Embecta
EMBC
$699M
| $6.84M | 2.92% |
484,772
+69,440
|
|
||
15
Cohu
COHU
$1.16B
| $6.69M | 2.86% |
328,988
+93,017
|
|
||
16
Wabash National
WNC
$405M
| $6.37M | 2.72% |
645,448
+78,667
|
|
||
17
Ranpak Holdings
PACK
$483M
| $6.02M | 2.57% |
1,071,555
-2,033
|
|
||
18
BlueLinx
BXC
$525M
| $5.76M | 2.46% |
78,881
+4,854
|
|
||
19
InMode
INMD
$913M
| $5.48M | 2.34% |
367,587
+64,567
|
|
||
20
CryoPort
CYRX
$483M
| $5.21M | 2.22% |
+549,740
|
|
||
|
21
Mesa Laboratories
MLAB
$434M
| $5.12M | 2.19% |
76,477
+39,859
|
|
||
|
22
Arhaus
ARHS
$1.53B
| $5.1M | 2.18% |
480,157
-227,912
|
|
||
23
InfuSystem Holdings
INFU
$187M
| $4.94M | 2.11% |
477,278
-229,223
|
|
||
24
Interface
TILE
$1.67B
| $4.82M | 2.06% |
166,576
-259,973
|
|
||
25
Azenta
AZTA
$1.72B
| $4.59M | 1.96% |
+159,945
|
|