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
$211M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$2.46M
3
+$2.38M
4
WNC icon
Wabash National
WNC
+$1.89M
5
NLOP
Net Lease Office Properties
NLOP
+$1.52M

Top Sells

1
+$5.31M
2
+$5.1M
3
+$3.39M
4
LXU icon
LSB Industries
LXU
+$2.82M
5
ARHS icon
Arhaus
ARHS
+$1.48M

Sector Composition

1 Industrials 27.79%
2 Consumer Discretionary 15.54%
3 Technology 14.65%
4 Healthcare 12.59%
5 Energy 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 1.77%
152,052
+61,818
27
$3.66M 1.73%
+39,344
28
$3.39M 1.6%
231,584
+65,302
29
$3.23M 1.53%
397,209
+6,385
30
$2.96M 1.4%
696,382
+10,954
31
$2.92M 1.38%
127,295
+27,123
32
$2.8M 1.32%
326,018
+5,948
33
$2.46M 1.16%
+28,299
34
$2.38M 1.13%
835,213
+13,421
35
$2.25M 1.06%
324,962
+65,629
36
$2.13M 1.01%
804,380
+137,918
37
$1.45M 0.69%
512,054
+8,138
38
$718K 0.34%
152,718
+2,379
39
$151K 0.07%
8,532
+94
40
– –
-148,919
41
– –
-321,655
42
– –
-216,845
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