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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.560 | 5.560 | 0.000 |
Shares | 94.440 | 94.440 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.019 | 13.181 |
Price to Book | 2.232 | 1.814 |
Price to Sales | 1.549 | 1.180 |
Price to Cash Flow | 9.619 | 7.659 |
Dividend Yield | 2.297 | 3.038 |
5 Years Earnings Growth | 11.485 | 9.178 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 35.940 | 18.665 |
Healthcare | 15.460 | 14.819 |
Communication Services | 11.560 | 8.146 |
Consumer Defensive | 9.020 | 9.592 |
Consumer Cyclical | 6.210 | 10.046 |
Basic Materials | 5.800 | 5.444 |
Industrials | 5.710 | 12.406 |
Technology | 5.330 | 14.394 |
Energy | 4.970 | 5.441 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Heidelberg Materials | DE0006047004 | 5.48 | 203.1000 | +0.10% | |
Charles Schwab | US8085131055 | 4.95 | 96.19 | +0.38% | |
Meta Platforms | US30303M1027 | 4.80 | 753.30 | -0.20% | |
American Express | US0258161092 | 4.46 | 315.64 | -1.10% | |
Bank of NY Mellon | US0640581007 | 4.34 | 103.12 | +0.57% | |
Alphabet A | US02079K3059 | 4.33 | 208.46 | +1.15% | |
Elevance Health | US0367521038 | 4.32 | 314.00 | -0.81% | |
Novartis | CH0012005267 | 4.28 | 101.24 | -0.71% | |
Danone | FR0000120644 | 4.06 | 72.70 | -0.74% | |
Berkshire Hathaway B | US0846707026 | 3.62 | 486.00 | -0.61% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan Global Value Fund Class A U | 5.35B | 17.72 | 16.95 | 8.35 | ||
Artisan Global Opportunities Fund u | 1.88B | 8.01 | 12.11 | 10.93 | ||
IE00BF2VV687 | 533.7M | 5.36 | 10.74 | - | ||
IE00BD5JHZ64 | 282.17M | 21.28 | 18.98 | - | ||
IE00BYQRBG58 | 276.72M | 15.24 | 19.80 | - |
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