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
1
$13.9M 6.89%
538,664
+15,021
2
$10.2M 5.08%
399,467
+39,073
3
$9.8M 4.86%
717,666
+94,411
4
$9.35M 4.64%
214,514
+39,857
5
$8.53M 4.23%
885,945
+58,904
6
$8.38M 4.16%
360,872
+210,671
7
$7.64M 3.79%
1,136,689
-45,311
8
$7.46M 3.7%
848,285
+56,109
9
$7.23M 3.59%
733,872
+453,564
10
$7.22M 3.58%
177,589
+11,457
11
$7.17M 3.56%
324,479
+99,711
12
$7.16M 3.55%
1,041,253
+169,595
13
$7.15M 3.54%
310,387
+42,121
14
$5.93M 2.94%
513,310
+231,109
15
$5.91M 2.93%
147,993
+7,838
16
$5.9M 2.93%
143,886
+32,603
17
$5.71M 2.83%
195,235
+59,536
18
$5.61M 2.78%
+239,059
19
$4.77M 2.37%
224,874
-18,176
20
$4.58M 2.27%
211,439
+24,467
21
$4.51M 2.24%
541,486
+166,572
22
$4.5M 2.23%
556,016
+78,156
23
$4.47M 2.22%
119,324
-10,597
24
$4.46M 2.21%
813,014
-311,192
25
$4.32M 2.14%
189,083
+23,148
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