MIM
Meros Investment Management Portfolio holdings
AUM
$252M
1-Year Est. Return
12.33%
This Fund
S&P 500
1 Year Est. Return
+12.33%
AUM
$252M
AUM Growth
+$17.9M
(+7.7%)
Holding
53
Top Buys
| 1 | +$8M | |
| 2 | +$7.62M | |
| 3 | +$6.89M | |
| 4 |
Simulations Plus
SLP
|
+$5.95M |
| 5 |
Weave Communications
WEAV
|
+$3.8M |
Top Sells
| 1 | +$14.6M | |
| 2 | +$10.2M | |
| 3 | +$6.16M | |
| 4 |
Embecta
EMBC
|
+$3.34M |
| 5 |
Ichor Holdings
ICHR
|
+$2.62M |
Sector Composition
| 1 | Industrials | 27.59% |
| 2 | Healthcare | 23.17% |
| 3 | Consumer Discretionary | 18.91% |
| 4 | Technology | 15.09% |
| 5 | Energy | 6.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Ducommun
DCO
$1.88B
| $16.6M | 6.58% |
174,485
+7,945
|
|
||
2
Magnite
MGNI
$1.72B
| $13.4M | 5.31% |
825,595
+211,767
|
|
||
3
Thermon Group Holdings
THR
$1.53B
| $12.6M | 5.01% |
339,675
-12,326
|
|
||
4
Enviri
NVRI
$1.45B
| $11.5M | 4.57% |
643,649
+6,408
|
|
||
5
Amplitude
AMPL
$983M
| $9.98M | 3.96% |
861,874
+96,779
|
|
||
6
Select Water Solutions
WTTR
$1.67B
| $9.89M | 3.92% |
939,857
+39,471
|
|
||
7
Arhaus
ARHS
$1B
| $9.21M | 3.65% |
821,734
+341,577
|
|
||
8
Build-A-Bear
BBW
$530M
| $9M | 3.57% |
+146,956
|
|
||
9
MiMedx Group
MDXG
$651M
| $8.98M | 3.56% |
1,326,037
+55,680
|
|
||
10
Cohu
COHU
$1.28B
| $8.28M | 3.28% |
355,744
+26,756
|
|
||
11
Phreesia
PHR
$661M
| $8.09M | 3.21% |
478,274
+156,137
|
|
||
|
SEI
12
Solaris Energy Infrastructure
SEI
$2.76B
| $7.55M | 3% |
164,324
-127,414
|
|
||
13
indie Semiconductor
INDI
$514M
| $7.46M | 2.96% |
2,112,972
+118,154
|
|
||
14
Shoe Carnival
SCVL
$498M
| $7.01M | 2.78% |
+415,110
|
|
||
15
Mesa Laboratories
MLAB
$431M
| $6.67M | 2.65% |
85,017
+8,540
|
|
||
16
Kura Sushi USA
KRUS
$697M
| $6.61M | 2.62% |
+126,256
|
|
||
|
17
Simulations Plus
SLP
$251M
| $6.18M | 2.45% |
+339,242
|
|
||
18
Ranpak Holdings
PACK
$291M
| $6.04M | 2.4% |
1,116,398
+44,843
|
|
||
19
CryoPort
CYRX
$392M
| $6.01M | 2.38% |
626,427
+76,687
|
|
||
20
InMode
INMD
$858M
| $5.94M | 2.36% |
404,453
+36,866
|
|
||
|
AIV
21
Aimco
AIV
$606M
| $5.91M | 2.35% |
995,681
+41,500
|
|
||
22
Azenta
AZTA
$987M
| $5.55M | 2.2% |
166,845
+6,900
|
|
||
23
BlueLinx
BXC
$388M
| $5.05M | 2% |
82,266
+3,385
|
|
||
24
Wabash National
WNC
$330M
| $4.88M | 1.93% |
563,619
-81,829
|
|
||
25
Interface
TILE
$1.6B
| $4.85M | 1.92% |
173,790
+7,214
|
|