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Artisan Global Opportunities Fund Institutional Class (APHRX)

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34.59 +0.37    +1.08%
03/05 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Underlying:  MSCI ACWI Net USD
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.42B
Artisan Global Opportunities Instl 34.59 +0.37 +1.08%

APHRX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Artisan Global Opportunities Instl (APHRX) fund. Our Artisan Global Opportunities Instl 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 3.63 3.63 0.00
Shares 96.37 96.37 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 32.87 24.04
Price to Book 4.80 4.40
Price to Sales 5.33 3.28
Price to Cash Flow 23.05 16.24
Dividend Yield 0.56 1.11
5 Years Earnings Growth 12.49 13.24

Sector Allocation

Name  Net % Category Average
Healthcare 28.06 15.82
Technology 27.76 28.56
Industrials 12.67 11.48
Consumer Cyclical 10.48 12.73
Communication Services 7.82 9.28
Financial Services 7.69 12.02
Basic Materials 3.41 3.47
Real Estate 1.56 1.80
Utilities 0.55 1.08

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 55

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Novo Nordisk B DK0062498333 5.53 851.4 +0.09%
Advanced Micro Devices Inc - 4.85 - -
Boston Scientific Corp - 4.64 - -
Netflix Inc - 3.67 - -
  Techtronic Industries HK0669013440 3.60 109.50 +3.60%
Intuit Inc - 3.46 - -
Chipotle Mexican Grill Inc - 3.36 - -
Taiwan Semiconductor Manufacturing Co Ltd ADR - 3.09 - -
Amazon.com Inc - 3.08 - -
Veeva Systems Inc Class A - 3.06 - -

Top Equity Funds by Artisan Partners Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Artisan International Value Instl 20.59B 4.44 8.90 7.46
  Artisan International Value Advisor 9.55B 4.44 8.80 -
  Artisan Mid Cap Investor 5.05B 10.41 -0.76 9.71
  Artisan Mid Cap Advisor 5.05B 10.40 -0.63 -
  Artisan Mid Cap Institutional 5.05B 10.44 -0.53 9.97
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