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Artisan Value Fund Institutional Class (APHLX)

US Funds

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15.69 -0.17 -1.07%

13/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 168.84M

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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	3.10	3.10	0.00
Shares	96.90	96.90	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.86	15.93
Price to Book	2.48	2.54
Price to Sales	1.68	1.77
Price to Cash Flow	9.55	10.54
Dividend Yield	2.47	2.45
5 Years Earnings Growth	7.53	9.20

Sector Allocation

Name	Net %	Category Average
Financial Services	25.28	21.30
Technology	18.97	13.46
Healthcare	15.81	14.57
Consumer Defensive	13.51	7.95
Communication Services	9.25	6.05
Industrials	7.32	11.87
Energy	7.21	7.30
Consumer Cyclical	2.64	7.22

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 47

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Wells Fargo&Co	US9497461015	4.04	85.06	+0.42%
Lam Research	US5128073062	3.42	149.34	-2.59%
Heineken	NL0000008977	3.21	61.60	-1.12%
PayPal	US70450Y1038	3.14	63.23	-3.21%
ASML Holding	NL0010273215	3.10	874.10	-0.84%
Bank of America	US0605051046	3.04	52.79	-0.15%
Philip Morris	US7181721090	2.99	154.74	-0.26%
Kerry Group	IE0004906560	2.78	78.70	-2.54%
Texas Instruments	US8825081040	2.68	158.77	-2.13%
EOG Resources	US26875P1012	2.68	109.99	+0.69%

Top Equity Funds by Artisan Partners Funds

Name	Total Assets	YTD%	3Y%	10Y%
Artisan International Value Instl	25.12B	18.89	20.29	9.39
Artisan International Value Advisor	12.75B	18.77	20.17	9.29
Artisan Mid Cap Advisor	3.82B	18.80	16.65	11.26
Artisan Mid Cap Institutional	3.82B	18.91	16.75	11.37
Artisan Mid Cap Investor	3.82B	18.67	16.49	11.11

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Recent Quotes

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