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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 11.03 | 11.03 | 0.00 |
Stocks | 71.72 | 71.72 | 0.00 |
Bonds | 1.93 | 1.93 | 0.00 |
Other | 15.33 | 15.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.31 | 13.73 |
Price to Book | 2.15 | 1.75 |
Price to Sales | 1.60 | 1.28 |
Price to Cash Flow | 11.56 | 7.95 |
Dividend Yield | 2.38 | 3.17 |
5 Years Earnings Growth | 9.06 | 9.90 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.31 | 18.21 |
Technology | 19.18 | 12.98 |
Industrials | 16.06 | 16.20 |
Consumer Cyclical | 14.88 | 10.90 |
Consumer Defensive | 12.25 | 9.42 |
Healthcare | 10.32 | 11.17 |
Basic Materials | 3.06 | 7.04 |
Energy | 2.24 | 5.15 |
Communication Services | 1.70 | 5.29 |
Number of long holdings: 45
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS Group | CH0244767585 | 4.85 | 26.79 | +7.59% | |
Novartis | CH0012005267 | 4.76 | 89.78 | +1.91% | |
Samsung Electronics Co | KR7005930003 | 4.50 | 81,300 | +4.77% | |
Danone | FR0000120644 | 4.50 | 58.72 | +1.07% | |
Arch Capital | BMG0450A1053 | 4.03 | 98.21 | +1.10% | |
ABB | CH0012221716 | 3.89 | 45.73 | +0.57% | |
HCL Tech | INE860A01027 | 3.38 | 1,330.00 | -2.12% | |
Relx | GB00B2B0DG97 | 2.89 | 3,411.00 | +1.58% | |
Unilever | GB00B10RZP78 | 2.66 | 49.06 | +1.45% | |
Safran | FR0000073272 | 2.66 | 208.80 | +1.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan International Value Advisor | 9.55B | 4.44 | 8.80 | - | ||
Artisan Mid Cap Advisor | 5.05B | 10.40 | -0.63 | - | ||
Artisan Mid Cap Institutional | 5.05B | 10.44 | -0.53 | 9.97 | ||
Artisan Mid Cap Investor | 5.05B | 10.41 | -0.76 | 9.71 | ||
Artisan International Small Cap Ins | 3.14B | 3.86 | -2.39 | - |
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