MIM

Meros Investment Management Portfolio holdings

AUM $234M
1-Year Est. Return 21.3%
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.23M
3
+$3.12M
4
PLYM
Plymouth Industrial REIT
PLYM
+$3.02M
5
WS icon
Worthington Steel
WS
+$2.49M

Top Sells

1
+$5.19M
2
+$4.54M
3
+$2.78M
4
CMCO icon
Columbus McKinnon
CMCO
+$2.61M
5
NVRI icon
Enviri
NVRI
+$2.38M

Sector Composition

1 Industrials 25.72%
2 Technology 17.8%
3 Consumer Discretionary 15.35%
4 Healthcare 14.9%
5 Real Estate 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 6.49%
190,464
-5,022
2
$10.1M 5.92%
485,516
+32,545
3
$9.34M 5.49%
573,160
+185,170
4
$8.55M 5.02%
749,438
-177,973
5
$8.21M 4.82%
782,071
+25,731
6
$8.16M 4.79%
411,498
-13,296
7
$6.86M 4.03%
246,177
+23,493
8
$6.24M 3.66%
820,605
+425,531
9
$5.16M 3.03%
270,459
+6,816
10
$5.09M 2.99%
233,837
-127,888
11
$5.06M 2.97%
933,572
-22,653
12
$4.95M 2.91%
448,134
-10,969
13
$4.93M 2.9%
566,733
-13,947
14
$4.71M 2.77%
462,314
+452,648
15
$4.62M 2.71%
525,416
-127,891
16
$4.33M 2.54%
339,406
+92,094
17
$4.28M 2.51%
189,248
-4,645
18
$4.23M 2.49%
56,445
-1,391
19
$3.83M 2.25%
246,776
-6,041
20
$3.79M 2.23%
31,964
-8,299
21
$3.75M 2.2%
1,005,490
+141,375
22
$3.62M 2.12%
117,941
+12,218
23
$3.31M 1.95%
616,017
-15,088
24
$3.16M 1.86%
475,490
-357,785
25
$3.12M 1.83%
+176,002
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