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
1
$12.6M 5.62%
443,674
-15,736
2
$11.6M 5.17%
687,689
+1,280
3
$11.1M 4.95%
1,030,639
+6,759
4
$10.4M 4.67%
203,569
+11,624
5
$9.37M 4.19%
312,929
-115,651
6
$9.34M 4.17%
209,203
+520
7
$9.33M 4.17%
1,158,989
+152,833
8
$9.06M 4.05%
588,451
-38,376
9
$8.28M 3.7%
226,034
+590
10
$7.94M 3.55%
503,916
+115,172
11
$7.29M 3.26%
393,217
+999
12
$7.21M 3.23%
781,523
+42,028
13
$6.75M 3.02%
206,400
+120,385
14
$6.69M 2.99%
780,251
-103,839
15
$6.56M 2.93%
291,584
+65,644
16
$6.15M 2.75%
1,135,084
+2,871
17
$5.72M 2.56%
+808,393
18
$5.6M 2.51%
711,950
+51,773
19
$5.31M 2.38%
148,919
+358
20
$5.3M 2.37%
262,805
+717
21
$5.1M 2.28%
216,845
+65,463
22
$4.92M 2.2%
137,564
+374
23
$4.76M 2.13%
477,926
+341,038
24
$4.32M 1.93%
170,127
+120,178
25
$4.04M 1.81%
104,699
-90,862
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