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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 | 13.084 |
Price to Book | 2.232 | 1.807 |
Price to Sales | 1.549 | 1.173 |
Price to Cash Flow | 9.619 | 7.626 |
Dividend Yield | 2.297 | 3.033 |
5 Years Earnings Growth | 11.485 | 9.314 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 35.940 | 18.824 |
Healthcare | 15.460 | 15.077 |
Communication Services | 11.560 | 8.057 |
Consumer Defensive | 9.020 | 9.764 |
Consumer Cyclical | 6.210 | 9.943 |
Basic Materials | 5.800 | 5.441 |
Industrials | 5.710 | 12.272 |
Technology | 5.330 | 14.263 |
Energy | 4.970 | 5.406 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Heidelberg Materials | DE0006047004 | 5.48 | 192.4500 | -4.96% | |
Charles Schwab | US8085131055 | 4.95 | 95.53 | -2.25% | |
Meta Platforms | US30303M1027 | 4.80 | 750.01 | -3.03% | |
American Express | US0258161092 | 4.46 | 294.27 | -1.68% | |
Bank of NY Mellon | US0640581007 | 4.34 | 99.81 | -1.62% | |
Alphabet A | US02079K3059 | 4.33 | 189.13 | -1.44% | |
Elevance Health | US0367521038 | 4.32 | 274.66 | -2.97% | |
Novartis | CH0012005267 | 4.28 | 94.19 | -0.87% | |
Danone | FR0000120644 | 4.06 | 72.50 | +0.86% | |
Berkshire Hathaway B | US0846707026 | 3.62 | 472.84 | +0.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan Global Value Fund Class A U | 5.2B | 17.75 | 18.26 | 8.49 | ||
Artisan Global Opportunities Fund u | 1.85B | 6.31 | 15.28 | 10.82 | ||
IE00BF2VV687 | 546.96M | 6.89 | 14.85 | - | ||
IE00BYQRBG58 | 280.32M | 16.77 | 23.04 | - | ||
IE00BD5JHZ64 | 268.29M | 18.60 | 20.84 | - |
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