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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.500 | 3.300 | 0.800 |
Stocks | 97.500 | 97.500 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.083 | 17.782 |
Price to Book | 2.786 | 2.856 |
Price to Sales | 2.073 | 2.026 |
Price to Cash Flow | 13.619 | 11.657 |
Dividend Yield | 1.789 | 2.105 |
5 Years Earnings Growth | 11.064 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.630 | 22.061 |
Healthcare | 17.720 | 14.310 |
Financial Services | 16.730 | 15.464 |
Consumer Cyclical | 11.810 | 10.670 |
Industrials | 9.870 | 12.104 |
Consumer Defensive | 7.510 | 8.416 |
Communication Services | 6.400 | 7.260 |
Basic Materials | 3.420 | 4.379 |
Energy | 1.530 | 4.026 |
Utilities | 1.020 | 2.559 |
Real Estate | 0.360 | 2.805 |
Number of long holdings: 153
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Artisan Global Opportunities Fund Class I US Dolla | IE00B615T757 | 16.85 | 32.090 | -0.25% | |
Microsoft | US5949181045 | 4.25 | 426.79 | -0.87% | |
Taiwan Semiconductor | US8740391003 | 2.44 | 156.74 | +0.37% | |
UnitedHealth | US91324P1021 | 2.41 | 517.24 | -0.79% | |
Alphabet A | US02079K3059 | 1.96 | 173.76 | -1.49% | |
Meta Platforms | US30303M1027 | 1.73 | 462.10 | -1.21% | |
Novo Nordisk B | DK0062498333 | 1.64 | 937.4 | +1.56% | |
CME Group | US12572Q1058 | 1.61 | 212.02 | +0.25% | |
Mastercard | US57636Q1040 | 1.58 | 451.05 | -1.20% | |
NVIDIA | US67066G1040 | 1.55 | 1,040.16 | +9.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00B1P83Q26 | 3.92B | 7.05 | 4.96 | 6.06 | ||
IE0004621052 | 2.67B | 11.54 | 5.80 | 15.15 | ||
IE00BG0D0J96 | 2.02B | 6.12 | 0.02 | - | ||
IE00BG0D0K02 | 2.02B | 3.74 | -3.92 | - | ||
IE00BJYLJ930 | 1.78B | 3.80 | -1.13 | - |
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