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Artisan Mid Cap Value Fund Institutional Class (APHQX)

US Funds

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15.32 -0.02 -0.13%

01/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 585.07M

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APHQX Holdings

Comprehensive information about top holdings and Key Holding Information for the Artisan Mid Cap Value Institutional (APHQX) fund. Our Artisan Mid Cap Value Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.84	2.84	0.00
Stocks	97.16	97.16	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.23	14.54
Price to Book	1.92	2.01
Price to Sales	0.98	1.18
Price to Cash Flow	9.01	9.02
Dividend Yield	2.09	2.16
5 Years Earnings Growth	9.52	10.71

Sector Allocation

Name	Net %	Category Average
Consumer Cyclical	16.81	11.57
Financial Services	15.79	17.69
Healthcare	14.50	10.49
Communication Services	11.49	3.21
Technology	10.72	11.01
Industrials	9.19	16.32
Consumer Defensive	7.45	6.77
Real Estate	7.09	7.58
Utilities	4.97	6.83
Energy	1.98	6.33

Region Allocation

Equities

North America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 54

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
First Citizens BancShares	US31946M1036	3.86	1,823.47	-1.65%
U-Haul Holding Co Ordinary Shares - Series N	US0235865062	3.21	-	-
Lamar	US5128161099	3.09	113.36	-0.37%
Vontier	US9288811014	3.04	32.91	+0.18%
Expedia	US30212P3038	3.02	167.73	-0.22%
Globe Life	US37959E1029	2.87	132.06	+0.25%
Genpact	BMG3922B1072	2.76	50.56	+0.36%
Waters	US9418481035	2.73	356.00	-3.41%
OGE Energy	US6708371033	2.60	46.13	+0.37%
Kroger	US5010441013	2.50	68.14	+0.66%

Top Equity Funds by Artisan Partners Funds

Name	Total Assets	YTD%	3Y%	10Y%
Artisan International Value Instl	22.6B	6.17	10.21	7.91
Artisan International Value Advisor	11.12B	6.13	10.11	-
Artisan Mid Cap Advisor	4.01B	1.47	1.88	-
Artisan Mid Cap Institutional	4.01B	1.51	1.98	9.53
Artisan Mid Cap Investor	4.01B	1.47	1.76	9.28

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