MIM

Meros Investment Management Portfolio holdings

AUM $211M
1-Year Est. Return 15.15%
This Quarter Est. Return
1 Year Est. Return
+15.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.37M
3
+$1.15M
4
STKS icon
The ONE Group
STKS
+$724K
5
PLYM
Plymouth Industrial REIT
PLYM
+$596K

Top Sells

1
+$2.49M
2
+$1.81M
3
+$1.5M
4
ALNT icon
Allient
ALNT
+$886K
5
CRNC icon
Cerence
CRNC
+$869K

Sector Composition

1 Industrials 21.09%
2 Technology 20.66%
3 Healthcare 14.8%
4 Consumer Discretionary 11.73%
5 Materials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 1.91%
413,392
+89,427
27
$3.33M 1.89%
477,860
+196,448
28
$3.27M 1.86%
421,443
-3,696
29
$3.2M 1.82%
374,914
+134,938
30
$2.9M 1.65%
+280,308
31
$2.87M 1.63%
694,799
-4,367
32
$2.79M 1.59%
158,518
-1,759
33
$2.73M 1.55%
354,494
-194,097
34
$2.4M 1.37%
199,294
-2,066
35
$2.06M 1.17%
394,203
-2,503
36
$1.8M 1.03%
427,642
-5,204
37
$453K 0.26%
4,688
-27
38
– –
-98,075
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