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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.05 | 6.05 | 0.00 |
Shares | 93.19 | 93.19 | 0.00 |
Bonds | 0.76 | 0.76 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.15 | 13.60 |
Price to Book | 2.13 | 1.98 |
Price to Sales | 1.53 | 1.34 |
Price to Cash Flow | 9.68 | 8.75 |
Dividend Yield | 2.18 | 3.11 |
5 Years Earnings Growth | 11.57 | 9.13 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 36.45 | 19.99 |
Healthcare | 14.65 | 13.62 |
Consumer Defensive | 9.72 | 11.12 |
Communication Services | 9.66 | 7.93 |
Consumer Cyclical | 8.44 | 8.42 |
Industrials | 5.98 | 10.82 |
Energy | 5.40 | 6.36 |
Technology | 4.91 | 12.53 |
Basic Materials | 4.80 | 4.66 |
Number of long holdings: 48
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Elevance Health | US0367521038 | 4.76 | 372.27 | -3.18% | |
Charles Schwab | US8085131055 | 4.55 | 87.40 | +0.10% | |
Heidelberg Materials | DE0006047004 | 4.47 | 179.000 | +0.59% | |
Danone | FR0000120644 | 4.41 | 75.64 | -0.26% | |
Bank of NY Mellon | US0640581007 | 4.29 | 89.09 | -0.10% | |
Berkshire Hathaway B | US0846707026 | 4.25 | 503.46 | -0.02% | |
Novartis | CH0012005267 | 4.12 | 92.76 | -0.26% | |
American Express | US0258161092 | 3.93 | 285.22 | -0.68% | |
Alphabet A | US02079K3059 | 3.80 | 168.47 | -1.40% | |
Meta Platforms | US30303M1027 | 3.66 | 627.06 | -1.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan International Value Instl | 22.99B | 6.80 | 12.02 | 7.94 | ||
Artisan International Value Advisor | 11.6B | 6.74 | 11.91 | 7.85 | ||
Artisan Mid Cap Advisor | 3.56B | -6.33 | 4.41 | 8.60 | ||
Artisan Mid Cap Institutional | 3.56B | -6.27 | 4.51 | 8.70 | ||
Artisan Mid Cap Investor | 3.56B | -6.37 | 4.27 | 8.44 |
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