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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.00 | 2.15 | 0.15 |
Stocks | 90.72 | 90.72 | 0.00 |
Preferred | 4.63 | 4.63 | 0.00 |
Other | 2.65 | 2.65 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.39 | 22.44 |
Price to Book | 2.31 | 3.21 |
Price to Sales | 1.47 | 2.13 |
Price to Cash Flow | 8.02 | 12.37 |
Dividend Yield | 0.24 | 0.68 |
5 Years Earnings Growth | 14.06 | 14.23 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 27.50 | 20.37 |
Industrials | 21.71 | 19.87 |
Consumer Cyclical | 20.11 | 11.49 |
Technology | 17.95 | 24.65 |
Energy | 4.17 | 4.20 |
Communication Services | 3.49 | 2.22 |
Consumer Defensive | 3.06 | 4.17 |
Financial Services | 1.30 | 9.07 |
Utilities | 0.71 | 1.27 |
Number of long holdings: 101
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CarGurus | US1417881091 | 2.93 | 35.53 | -1.01% | |
RB Global | CA74935Q1072 | 2.85 | 93.31 | +1.03% | |
Turning Point Brands | US90041L1052 | 2.75 | 61.00 | +5.10% | |
ACV Auctions | US00091G1040 | 2.75 | 20.22 | +0.97% | |
Smartsheet | US83200N1037 | 2.63 | 55.85 | -0.02% | |
TransMedics | US89377M1099 | 2.59 | 84.57 | -4.29% | |
Merit | US5898891040 | 2.53 | 102.07 | +0.86% | |
Mirion Technologies | US60471A1016 | 2.38 | 15.17 | -1.24% | |
PlayAGS | US72814N1046 | 2.33 | 11.640 | -0.09% | |
Stoneridge | US86183P1021 | 2.30 | 6.64 | +0.61% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Meridian Growth Legacy | 762.23M | 3.56 | -6.03 | 7.55 | ||
Meridian Contrarian Legacy | 577.4M | 5.79 | 0.59 | 9.86 | ||
Meridian Small Cap Growth Instituti | 298.34M | 6.62 | -5.20 | - | ||
Meridian Small Cap Growth Investor | 115.38M | 8.66 | -4.19 | 9.13 | ||
Meridian Growth Fund Investor Class | 19.6M | 7.13 | -3.87 | 8.49 |
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