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
$223M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4.22M
3
+$3.8M
4
INDI icon
indie Semiconductor
INDI
+$1.52M
5
EMBC icon
Embecta
EMBC
+$1.18M

Top Sells

1
+$5.44M
2
+$4.65M
3
+$4.25M
4
DAKT icon
Daktronics
DAKT
+$3.55M
5
STKS icon
The ONE Group
STKS
+$2.56M

Sector Composition

1 Industrials 31.19%
2 Technology 14.41%
3 Consumer Discretionary 13.28%
4 Healthcare 11.7%
5 Energy 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8M 6.61%
927,411
-114,984
2
$12.4M 5.57%
195,486
-9,951
3
$10.7M 4.78%
452,971
-23,424
4
$10.4M 4.66%
361,725
-68,608
5
$10.3M 4.63%
424,794
-223,538
6
$10.3M 4.63%
277,468
+962
7
$10M 4.48%
756,340
-34,695
8
$8.16M 3.65%
263,643
-12,397
9
$7.86M 3.52%
459,103
-24,671
10
$6.91M 3.09%
387,990
+20,856
11
$6.58M 2.95%
956,225
+16,834
12
$6.42M 2.87%
833,275
+547,985
13
$6.41M 2.87%
222,684
+8,297
14
$6.25M 2.8%
193,893
-3,226
15
$6.2M 2.78%
864,115
-44,397
16
$5.94M 2.66%
653,307
-34,510
17
$5.91M 2.65%
57,836
-2,963
18
$5.46M 2.44%
580,680
+81,353
19
$5.33M 2.39%
631,105
+16,178
20
$5.31M 2.38%
40,263
+7,023
21
$5.19M 2.33%
1,257,430
-64,469
22
$5.11M 2.29%
247,312
+57,312
23
$5.03M 2.25%
1,240,949
+375,624
24
$4.88M 2.18%
252,817
-13,741
25
$4.81M 2.15%
180,133
+170,133
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