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Artisan Value Fund Institutional Class (APHLX)

US Funds

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15.40 -0.02 -0.13%

18/07 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 158.55M

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APHLX Holdings

Comprehensive information about top holdings and Key Holding Information for the Artisan Value Institutional (APHLX) fund. Our Artisan Value Institutional 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	2.31	2.31	0.00
Shares	97.69	97.69	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.83	15.76
Price to Book	2.36	2.47
Price to Sales	1.54	1.69
Price to Cash Flow	9.33	10.41
Dividend Yield	2.72	2.53
5 Years Earnings Growth	7.64	9.53

Sector Allocation

Name	Net %	Category Average
Financial Services	27.60	21.30
Consumer Defensive	18.48	8.53
Healthcare	14.56	15.20
Communication Services	10.52	5.56
Industrials	9.38	11.88
Energy	8.60	7.49
Technology	7.46	12.66
Consumer Cyclical	3.40	6.82

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 46

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Philip Morris	US7181721090	4.09	178.73	-0.25%
Heineken	NL0000008977	3.69	65.75	+0.77%
United Parcel Service	US9113121068	3.56	99.22	-0.28%
Wells Fargo&Co	US9497461015	3.32	80.64	+1.17%
Kerry Group	IE0004906560	3.30	90.60	+0.39%
EOG Resources	US26875P1012	3.25	117.68	-0.63%
PayPal	US70450Y1038	3.16	74.17	+0.42%
Comcast	US20030N1019	3.13	34.54	-0.46%
Safran	FR0000073272	3.01	285.30	+0.53%
Fiserv	US3377381088	2.85	165.74	-0.96%

Top Equity Funds by Artisan Partners Funds

Name	Total Assets	YTD%	3Y%	10Y%
Artisan International Value Instl	23.72B	11.86	16.31	8.50
Artisan International Value Advisor	11.98B	11.78	16.19	8.40
Artisan Mid Cap Advisor	3.69B	6.02	12.52	9.74
Artisan Mid Cap Institutional	3.69B	6.08	12.61	9.84
Artisan Mid Cap Investor	3.69B	5.93	12.36	9.58

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