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
$169M
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1 +$3.12M
2 +$2.99M
3 +$2.94M
4
TILE icon
Interface
TILE
+$2.73M
5
WTTR icon
Select Water Solutions
WTTR
+$2.6M

Top Sells

1 +$2.31M
2 +$847K
3 +$564K
4
NTIC icon
Northern Technologies International Corp
NTIC
+$71.9K

Sector Composition

1 Technology 22.65%
2 Industrials 19.99%
3 Healthcare 14.46%
4 Consumer Discretionary 13.87%
5 Materials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.78M 5.19%
175,804
+59,901
2
$8.65M 5.11%
382,791
+63,764
3
$8.51M 5.02%
505,388
+174,909
4
$7.87M 4.65%
797,379
+276,707
5
$7.26M 4.29%
836,985
+283,591
6
$7.02M 4.15%
877,398
+298,995
7
$6.17M 3.64%
582,120
+198,168
8
$6.07M 3.59%
1,192,942
+419,478
9
$6.07M 3.58%
253,338
+88,932
10
$5.68M 3.35%
163,088
+55,354
11
$5.6M 3.31%
283,994
+97,656
12
$5.52M 3.26%
205,853
+70,279
13
$5.51M 3.25%
151,177
+64,880
14
$5.43M 3.21%
167,207
+59,825
15
$5.39M 3.18%
141,712
+48,516
16
$4.96M 2.93%
548,591
+45,293
17
$4.92M 2.9%
188,121
+63,897
18
$4.86M 2.87%
97,967
+62,892
19
$4.82M 2.85%
533,780
+180,312
20
$4.6M 2.72%
239,882
+94,635
21
$4.36M 2.57%
244,644
+83,113
22
$4.07M 2.4%
166,991
+55,939
23
$3.93M 2.32%
216,119
+73,261
24
$3.69M 2.18%
160,277
+54,381
25
$3.15M 1.86%
1,136,845
+400,411