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
$224M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$3.94M
3
+$3.4M
4
AIV
Aimco
AIV
+$3.16M
5
ANIK icon
Anika Therapeutics
ANIK
+$3.05M

Top Sells

1
+$3.9M
2
+$3.51M
3
+$3.46M
4
WNC icon
Wabash National
WNC
+$3.46M
5
EGAN icon
eGain
EGAN
+$3.41M

Sector Composition

1 Industrials 25.55%
2 Technology 18.04%
3 Consumer Discretionary 17.21%
4 Healthcare 12.24%
5 Energy 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.98M 1.78%
486,030
+386,133
27
$3.82M 1.71%
685,428
+1,737
28
$3.54M 1.58%
895,683
+2,459
29
$3.48M 1.56%
821,792
+2,042
30
$3.15M 1.41%
390,824
-198,806
31
$3.01M 1.35%
166,282
+45,378
32
$2.9M 1.29%
215,301
+588
33
$2.86M 1.28%
100,172
+30,233
34
$2.82M 1.26%
321,655
-218,574
35
$2.78M 1.24%
320,070
-264,126
36
$2.15M 0.96%
+90,234
37
$1.86M 0.83%
+259,333
38
$1.57M 0.7%
666,462
+140,698
39
$852K 0.38%
150,339
+70,400
40
$164K 0.07%
8,438
-7,978
41
– –
-409,776
42
– –
-149,199
43
– –
-145,766
44
– –
-452,894
45
– –
-119,877
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