Meridian Funds

Meridian Funds

Last Update: 08-31-2013

Number of Stocks: 149
Number of New Stocks: 15

Total Value: $2,681 Mil
Q/Q Turnover: 13%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Meridian Funds's Portfolio

This page shows the Portfolio Holdings of Meridian Funds at Meridian Fund. It tells us what Meridian Funds holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2013-06-30
Number of Stocks: 149
Total value: 2,681 Mil
Number of New Buys: 15
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Industrials 19.6% 19.6% -2.5% 65.5594405594% 52.4475524476% 2%
Consumer Cyclical 18.5% 18.5% -2.2% 57.6923076923% 60.3146853147% 2.3%
Technology 15.2% 15.2% -0.5% 13.1118881119% 78.6713286713% 3%
Financial Services 11.8% 11.8% -0.6% 15.7342657343% 20.979020979% 0.8%
Healthcare 9.6% 9.6% -0.1% 2.62237762238% 52.4475524476% 2%
ETF, options, preferred 6.8% 6.8%
Energy 6.8% 6.8% -1.1% 28.8461538462% 7.86713286713% 0.3%
Basic Materials 5.8% 5.8% -1.3% 34.0909090909% 47.2027972028% 1.8%
Real Estate 2.6% 2.6% 10.4895104895% 0.4%
Consumer Defensive 1.7% 1.7% -0.2% 5.24475524476%
Communication Services 1.6% 1.6% -0.9% 23.6013986014%
Utilities 0.7% 0.7%

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View:
Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
2013-06-30
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
FMC FMC CorpAgriculture11,069823,30050,2711.9%+329.03%+1.46%0.61-8.22%-12.87%
BC Brunswick CorpTravel & Leisure5,185834,90026,6750.99%New Buy+0.99%0.96+1.93%+7.82%
PRGO Perrigo Co PLCDrug Manufacturers11,487482,10058,3342.2%+72.42%+0.92%0.34-11.05%-6.23%
GWR Genesee & Wyoming IncTransportation & Logistics4,377274,30023,2720.87%New Buy+0.87%0.44-13.63%-10.22%
AVGO Broadcom IncSemiconductors97,3981,167,60043,6451.6%+67.33%+0.64%0.47-10.33%-7.02%
SRCL Stericycle IncWaste Management5,165496,20054,7952%+41.33%+0.58%0.58-16.17%-11.22%
FNFG First Niagara Financial Group IncBanks3,6131,419,70014,2960.53%New Buy+0.53%0.40-2.08%-3.96%
JLL Jones Lang LaSalle IncReal Estate Services7,982595,70054,2922%+24.36%+0.39%1.31+13.08%+17.82%
INFA 0290,60010,1650.38%New Buy+0.38%0.00
FLIR FLIR Systems IncComputer Hardware7,304512,10013,8110.52%+257.61%+0.37%0.37+0.65%+13.13%
WWW Wolverine World Wide IncManufacturing - Apparel & Furniture2,750410,00011,1950.42%+791.30%+0.37%0.43-12.93%-9.19%
MHK Mohawk Industries IncManufacturing - Apparel & Furniture17,558510,90057,4712.1%+20.04%+0.35%0.69-15.61%-14.62%
EW Edwards Lifesciences CorpMedical Devices28,8601,013,40034,0501.3%+33.69%+0.33%0.48+10.64%+21.63%
XYL Xylem IncIndustrial Products14,2621,391,40037,4841.4%+29.12%+0.32%0.77+10.53%+16.54%
ANSS Ansys IncApplication Software13,767450,50032,9321.2%+33.36%+0.3%0.54+1.39%+10.97%
NATI National Instruments CorpApplication Software6,601288,4008,0580.3%New Buy+0.3%0.22+8.52%+21.40%
NVDA NVIDIA CorpSemiconductors138,835560,5007,8690.29%New Buy+0.29%0.09-0.54%+18.27%
ITRI Itron IncComputer Hardware2,703181,2007,6880.29%New Buy+0.29%0.46-7.62%+1.32%
TPX Tempur Sealy International IncManufacturing - Apparel & Furniture2,292172,7007,5820.28%New Buy+0.28%0.32-31.81%-32.72%
MASI Masimo CorpMedical Devices4,630609,11012,9130.48%+130.20%+0.27%1.18+1.24%+5.73%
Premium Portfolio changes after 2013-06-30 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.


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