Rick Aster runs both growth fund and value fund. His growth fund was down 24% in 2008, while his value fund was down 34%. A bad year for many value investors. His portfolio turnover is abnormally high these days, like many other fund managers. He is light on financials, heavy with technology and industrials. These are his buys and sells in the first quarter of 2009.
New Purchases: ADBE, AKAM, AMTD, APA, BBY, BDK, BEN, BKC, BOH, BR, BSX, CCL, CLB, CMI, COST, CSCO, EXPD, HI, HTLD, IDC, IDXX, KMX, MDT, NVDA, POWI, PSA, SSD, TRV, UNP, VAL,
Added Positions: CBRL, CLR, CPRT, CRI, CVX, FDO, JPM, KMB, KSS, MS, NSC, NUAN, PII, TDC, VRSN, WFC, WMI, ZBRA,
Reduced Positions: ABT, ARG, BAX, BEAV, BEC, BGG, CBS, CEPH, CERN, CNW, COV, EW, EXH, GFI, HE, IGT, INTC, KBR, KFT, KMR, LEG, MCY, MVL, NLY, PETM, RRD, SCHN, SVU, TRMB, VZ,
Sold Out: AIN, AIV, AMMD, AVA, AVP, CBT, CMA, CMC, CRL, DYN, ICO, IP, JTX, LNC, MIL, NWL, PGN, PTV, RCL, RF, SIVB, STE, TTI, TV,
For the details of Richard Aster Jr's stock buys and sells, go to the Link Here
This is the sector weightings of Richard Aster Jr's portfolio:
These are the top 5 holdings of $GuruName
New Purchases: ADBE, AKAM, AMTD, APA, BBY, BDK, BEN, BKC, BOH, BR, BSX, CCL, CLB, CMI, COST, CSCO, EXPD, HI, HTLD, IDC, IDXX, KMX, MDT, NVDA, POWI, PSA, SSD, TRV, UNP, VAL,
Added Positions: CBRL, CLR, CPRT, CRI, CVX, FDO, JPM, KMB, KSS, MS, NSC, NUAN, PII, TDC, VRSN, WFC, WMI, ZBRA,
Reduced Positions: ABT, ARG, BAX, BEAV, BEC, BGG, CBS, CEPH, CERN, CNW, COV, EW, EXH, GFI, HE, IGT, INTC, KBR, KFT, KMR, LEG, MCY, MVL, NLY, PETM, RRD, SCHN, SVU, TRMB, VZ,
Sold Out: AIN, AIV, AMMD, AVA, AVP, CBT, CMA, CMC, CRL, DYN, ICO, IP, JTX, LNC, MIL, NWL, PGN, PTV, RCL, RF, SIVB, STE, TTI, TV,
For the details of Richard Aster Jr's stock buys and sells, go to the Link Here
This is the sector weightings of Richard Aster Jr's portfolio:
| Technology |  22.3% |
|---|---|
| Financials | 12.7% |
| Utilities | 0.9% |
| Telecommunications | 1.1% |
| Consumer Services | 12.6% |
| Health Care | 9.5% |
| Consumer Goods | 7.5% |
| Industrials | 22.5% |
| Basic Materials | 3.4% |
| Oil & Gas | 5.9% |
These are the top 5 holdings of $GuruName
- Willis Group Holdings Ltd. (WSH) - 2,351,043 shares, 3.06% of the total portfolio
- Adobe Systems Inc. (ADBE) - 2,144,030 shares, 2.71% of the total portfolio
- VeriSign Inc. (VRSN) - 2,316,544 shares, 2.58% of the total portfolio
- Zebra Technologies Corp. (ZBRA) - 2,073,078 shares, 2.33% of the total portfolio
- Brown & Brown Inc. (BRO) - 1,681,770 shares, 1.88% of the total portfolio
