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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.470 | 8.470 | 0.000 |
Stocks | 91.530 | 91.530 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.999 | 12.495 |
Price to Book | 2.002 | 1.760 |
Price to Sales | 1.402 | 1.094 |
Price to Cash Flow | 9.936 | 7.231 |
Dividend Yield | 1.966 | 3.144 |
5 Years Earnings Growth | 11.060 | 10.174 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 31.290 | 17.598 |
Healthcare | 13.400 | 15.233 |
Consumer Cyclical | 10.640 | 10.167 |
Consumer Defensive | 9.830 | 9.581 |
Communication Services | 9.800 | 8.614 |
Industrials | 7.170 | 11.425 |
Technology | 7.090 | 15.085 |
Basic Materials | 5.400 | 5.712 |
Energy | 5.370 | 6.984 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Heidelbergcement | DE0006047004 | 4.95 | 95.680 | +0.17% | |
Samsung Electronics Co | KR7005930003 | 4.76 | 75,600 | -0.13% | |
Elevance Health Inc | - | 4.39 | - | - | |
Danone | FR0000120644 | 4.17 | 59.34 | -1.13% | |
Alphabet Inc Class A | - | 4.16 | - | - | |
Meta Platforms Inc Class A | - | 3.97 | - | - | |
Berkshire Hathaway Inc Class B | - | 3.95 | - | - | |
Compass | GB00BD6K4575 | 3.93 | 2,207.00 | -1.47% | |
American Express Co | - | 3.92 | - | - | |
Novartis | CH0012005267 | 3.89 | 94.30 | -0.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan Global Value Fund Class A U | 4.64B | 8.02 | 4.39 | 6.55 | ||
Artisan Global Opportunities Fund u | 1.35B | 9.22 | 0.58 | 10.75 | ||
IE00BF2VV687 | 402.4M | 5.60 | -1.46 | - | ||
IE00BD5JHZ64 | 343.16M | 18.06 | 5.61 | - | ||
IE00BYQRBG58 | 164.7M | 13.95 | -8.18 | - |
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