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
$184M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.34M
3
+$1.46M
4
WTTR icon
Select Water Solutions
WTTR
+$1.4M
5
SCVL icon
Shoe Carnival
SCVL
+$1.16M

Top Sells

1
+$6.11M
2
+$5.9M
3
+$2.61M
4
ICHR icon
Ichor Holdings
ICHR
+$864K
5
PLAB icon
Photronics
PLAB
+$370K

Sector Composition

1 Industrials 23.27%
2 Technology 18.25%
3 Consumer Discretionary 16.94%
4 Healthcare 11.75%
5 Energy 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.45M 1.88%
563,458
-3,861
27
$3.08M 1.68%
589,604
+76,294
28
$2.87M 1.56%
143,288
-1,000
29
$2.84M 1.54%
212,065
-1,351
30
$2.83M 1.54%
91,423
-27,901
31
$2.48M 1.35%
448,545
-2,955
32
$2.34M 1.27%
+85,020
33
$2.26M 1.23%
85,569
+39,456
34
$1.39M 0.76%
515,396
+56,293
35
$1.39M 0.76%
65,743
-123,340
36
$319K 0.17%
3,026
-32
37
– –
-143,886
1
2