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
1
$13.9M 6.56%
1,044,209
+13,570
2
$12M 5.67%
206,449
+2,880
3
$11.1M 5.26%
450,924
+7,250
4
$10.3M 4.85%
698,305
+10,616
5
$8.72M 4.13%
399,466
+86,537
6
$8.61M 4.07%
402,923
+111,339
7
$8.57M 4.05%
1,326,707
+167,718
8
$8.57M 4.05%
399,803
+6,586
9
$8.5M 4.02%
794,060
+12,537
10
$8.49M 4.02%
501,312
-87,139
11
$7.34M 3.47%
212,592
+3,389
12
$6.78M 3.2%
485,811
+7,885
13
$6.57M 3.11%
1,154,390
+19,306
14
$6.45M 3.05%
209,800
+3,400
15
$6.07M 2.87%
943,729
+231,779
16
$5.39M 2.55%
212,714
+42,587
17
$5.07M 2.4%
821,229
+12,836
18
$4.95M 2.34%
134,090
-91,944
19
$4.53M 2.14%
910,312
+14,629
20
$4.46M 2.11%
269,510
+54,209
21
$4.32M 2.04%
139,816
+2,252
22
$4.22M 1.99%
508,819
+22,789
23
$4.21M 1.99%
616,138
-164,113
24
$4.1M 1.94%
106,328
+1,629
25
$4.08M 1.93%
267,082
+4,277
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