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Meridian Funds13F | |
| Meridian Fund | |
| Last update 2013-08-31 | 149 Stocks (15 new) |
| Value $2.68 Bil | Turnover 13 % |
| Portfolio Report | |
Meridian Funds Profile
Richard Aster is the founder of Aster Investment Management Company. He managed both the Meridian Value Fund (MVALX) and the Meridian Growth Fund (MERDX) until he passed away in February of 2012.
Aster received his undergraduate and graduate degrees in economics from the University of California, Santa Barbara.In June of 2013, Aster Investment Management was acquired by Arrowpoint Partners.
Aster received his undergraduate and graduate degrees in economics from the University of California, Santa Barbara.In June of 2013, Aster Investment Management was acquired by Arrowpoint Partners.
Meridian Funds Investing Philosophy
Richard Aster invests in both growth and value stocks. His Meridian Value Fund seeks to achieve long-term capital growth. In this fund, Aster invests primarily in equities that are undervalued in relation to the company's long-term earning power or asset value, or the stock market in general.
Meridian Funds Top Holdings of 2013-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRO | Brown & Brown Inc | 4,612,800 | 74358.000 | +3.43% | 2.800 | +0.09% | 0.810 | +8.88% | +42.70% | 28814.213 | Insurance | |
LKQ | LKQ Corp | 2,734,400 | 70411.000 | -5.35% | 2.600 | -0.12% | 0.960 | -2.78% | -14.53% | 10537.877 | Vehicles & Parts | |
AMG | Affiliated Managers Group Inc | 386,000 | 63281.000 | +7.82% | 2.400 | +0.17% | 0.990 | +14.86% | +17.73% | 5314.041 | Asset Management | |
PRGO | Perrigo Co PLC | 482,100 | 58334.000 | +72.42% | 2.200 | +0.92% | 0.360 | +6.95% | -13.17% | 3700.950 | Drug Manufacturers | |
MHK | Mohawk Industries Inc | 510,900 | 57471.000 | +20.04% | 2.100 | +0.35% | 0.800 | +41.54% | +52.27% | 9947.251 | Furnishings, Fixtures & Appliances | |
SRCL | Stericycle Inc | 496,200 | 54795.000 | +41.33% | 2.000 | +0.58% | 0.540 | +6.82% | +24.48% | 5727.081 | Waste Management | |
JLL | Jones Lang LaSalle Inc | 595,700 | 54292.000 | +24.36% | 2.000 | +0.39% | 1.200 | +25.04% | +38.93% | 12454.615 | Real Estate | |
FMC | FMC Corp | 823,300 | 50271.000 | +329.03% | 1.900 | +1.46% | 0.650 | +15.26% | +0.34% | 7744.104 | Agriculture | |
EWBC | East West Bancorp Inc | 1,766,700 | 48584.000 | -13.04% | 1.800 | -0.25% | 1.240 | +16.86% | +17.26% | 11444.631 | Banks | |
CERN | Cerner Corp | 1,000,000 | 48045.000 | 0% | 1.800 | 0% | 0.170 | +2.27% | +2.50% | 27915.791 | Healthcare Providers & Services |
Meridian Funds's Historical Top Holdings Breakdowns
Meridian Funds Total Holding History ($B)
Meridian Funds's Asset Allocation
Meridian Funds Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Meridian Funds's Hypothetical Growth since 2013-06-30
Meridian Funds's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Meridian Funds's Holdings Heat Map
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Meridian Funds's Holdings Bubble Chart
Meridian Funds News
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