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
$202M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$4.89M
3
+$4.47M
4
INGN icon
Inogen
INGN
+$2.67M
5
ARHS icon
Arhaus
ARHS
+$2.61M

Top Sells

1
+$7.52M
2
+$4.66M
3
+$3.61M
4
TLYS icon
Tilly's
TLYS
+$2.73M
5
HBIO icon
Harvard Bioscience
HBIO
+$1.71M

Sector Composition

1 Technology 22.02%
2 Industrials 20.16%
3 Consumer Discretionary 15.53%
4 Healthcare 13.73%
5 Energy 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.28M 2.12%
585,006
+171,614
27
$4.25M 2.11%
567,319
+37,029
28
$3.93M 1.95%
798,388
+103,589
29
$2.97M 1.47%
144,288
-14,230
30
$2.97M 1.47%
656,288
+262,085
31
$2.85M 1.42%
451,500
+30,057
32
$2.61M 1.29%
+250,173
33
$2.29M 1.13%
213,416
+14,122
34
$1.61M 0.8%
+46,113
35
$1.58M 0.79%
459,103
+31,461
36
$325K 0.16%
3,058
-1,630
37
– –
-94,314
38
– –
-354,494
39
– –
-241,728
40
– –
-47,744
1
2