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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.210 | 3.450 | 0.240 |
Stocks | 89.360 | 89.360 | 0.000 |
Preferred | 4.580 | 4.580 | 0.000 |
Other | 2.850 | 2.850 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.359 | 22.670 |
Price to Book | 2.423 | 3.317 |
Price to Sales | 1.545 | 2.271 |
Price to Cash Flow | 8.434 | 12.610 |
Dividend Yield | 0.256 | 0.633 |
5 Years Earnings Growth | 16.958 | 14.389 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 27.210 | 20.548 |
Technology | 21.660 | 23.989 |
Consumer Cyclical | 19.310 | 11.437 |
Industrials | 19.040 | 20.270 |
Energy | 4.150 | 3.772 |
Communication Services | 3.550 | 2.069 |
Consumer Defensive | 3.030 | 4.109 |
Financial Services | 1.240 | 9.507 |
Utilities | 0.820 | 1.221 |
Number of long holdings: 102
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Smartsheet | US83200N1037 | 3.31 | 56.33 | -0.07% | |
RB Global | CA74935Q1072 | 3.01 | 88.78 | -1.75% | |
Merit | US5898891040 | 2.91 | 96.16 | -2.02% | |
CarGurus | US1417881091 | 2.88 | 35.96 | +1.12% | |
Turning Point Brands | US90041L1052 | 2.68 | 55.71 | +1.13% | |
Mirion Technologies | US60471A1016 | 2.45 | 15.87 | -0.13% | |
Everi Holdings | US30034T1034 | 2.32 | 13.56 | +0.11% | |
PlayAGS | US72814N1046 | 2.31 | 11.860 | +1.72% | |
TransMedics | US89377M1099 | 2.29 | 68.81 | -5.16% | |
Evolve Vacation Rental Network Inc. | - | 2.14 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Meridian Growth Legacy | 698.85M | 6.29 | -4.65 | 7.43 | ||
Meridian Contrarian Legacy | 547.89M | 9.65 | 0.81 | 9.93 | ||
Meridian Small Cap Growth Instituti | 283.55M | 11.86 | -1.26 | 8.26 | ||
Meridian Small Cap Growth Investor | 107.49M | 11.71 | -1.42 | 8.10 | ||
Meridian Growth Fund Investor Class | 17.86M | 6.25 | -4.70 | 7.36 |
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