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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 | 13.63 |
Price to Book | 2.13 | 2.00 |
Price to Sales | 1.53 | 1.35 |
Price to Cash Flow | 9.68 | 8.85 |
Dividend Yield | 2.18 | 3.13 |
5 Years Earnings Growth | 11.57 | 9.35 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 36.45 | 20.37 |
Healthcare | 14.65 | 13.88 |
Consumer Defensive | 9.72 | 10.90 |
Communication Services | 9.66 | 7.63 |
Consumer Cyclical | 8.44 | 8.33 |
Industrials | 5.98 | 10.81 |
Energy | 5.40 | 6.31 |
Technology | 4.91 | 12.47 |
Basic Materials | 4.80 | 4.67 |
Number of long holdings: 48
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Elevance Health | US0367521038 | 4.76 | 409.98 | +0.41% | |
Charles Schwab | US8085131055 | 4.55 | 83.11 | +1.96% | |
Heidelberg Materials | DE0006047004 | 4.47 | 178.950 | +2.70% | |
Danone | FR0000120644 | 4.41 | 76.94 | +1.29% | |
Bank of NY Mellon | US0640581007 | 4.29 | 82.14 | +1.52% | |
Berkshire Hathaway B | US0846707026 | 4.25 | 539.80 | +1.80% | |
Novartis | CH0012005267 | 4.12 | 94.21 | +0.45% | |
American Express | US0258161092 | 3.93 | 276.85 | +3.09% | |
Alphabet A | US02079K3059 | 3.80 | 164.03 | +1.69% | |
Meta Platforms | US30303M1027 | 3.66 | 597.02 | +4.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan International Value Instl | 22.54B | 5.54 | 9.97 | 7.95 | ||
Artisan International Value Advisor | 11.43B | 5.50 | 9.87 | - | ||
Artisan Mid Cap Advisor | 3.59B | -7.37 | -1.17 | - | ||
Artisan Mid Cap Institutional | 3.59B | -7.35 | -1.08 | 8.54 | ||
Artisan Mid Cap Investor | 3.59B | -7.40 | -1.30 | 8.29 |
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