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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.64 | 8.64 | 0.00 |
Stocks | 91.36 | 91.36 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.01 | 13.55 |
Price to Book | 2.00 | 1.98 |
Price to Sales | 1.40 | 1.30 |
Price to Cash Flow | 9.95 | 8.59 |
Dividend Yield | 1.97 | 3.16 |
5 Years Earnings Growth | 11.03 | 9.64 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 31.30 | 18.91 |
Healthcare | 13.48 | 14.14 |
Consumer Cyclical | 10.63 | 8.57 |
Consumer Defensive | 9.79 | 11.05 |
Communication Services | 9.78 | 8.01 |
Technology | 7.19 | 12.42 |
Industrials | 7.13 | 12.41 |
Basic Materials | 5.38 | 5.26 |
Energy | 5.32 | 6.88 |
Number of long holdings: 45
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Heidelbergcement | DE0006047004 | 4.92 | 96.820 | +0.46% | |
Samsung Electronics Co | KR7005930003 | 4.85 | 81,500 | 0.00% | |
Elevance Health Inc | - | 4.37 | - | - | |
Danone | FR0000120644 | 4.14 | 57.08 | -0.28% | |
Alphabet Inc Class A | - | 4.13 | - | - | |
Novartis | CH0012005267 | 3.99 | 96.17 | +0.75% | |
Meta Platforms Inc Class A | - | 3.96 | - | - | |
Berkshire Hathaway Inc Class B | - | 3.92 | - | - | |
American Express Co | - | 3.90 | - | - | |
Compass | GB00BD6K4575 | 3.90 | 2,160.00 | -1.86% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan International Value Instl | 21.35B | 7.99 | 7.46 | 7.38 | ||
Artisan International Value Advisor | 9.96B | 7.96 | 7.36 | - | ||
Artisan Mid Cap Institutional | 4.5B | 3.25 | -4.08 | 9.69 | ||
Artisan Mid Cap Investor | 4.5B | 3.19 | -4.29 | 9.43 | ||
Artisan Mid Cap Advisor | 4.5B | 3.21 | -4.16 | - |
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