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Artisan Global Value Fund Institutional Class (APHGX)

US Funds

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24.34 +0.41 +1.71%

14/03 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Artisan

Underlying: MSCI ACWI Net USD

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.91B

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APHGX Holdings

Comprehensive information about top holdings and Key Holding Information for the Artisan Global Value Institutional (APHGX) fund. Our Artisan Global 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 %
Cash	5.62	5.62
Stocks	93.58	93.58
Bonds	0.80	0.80

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.11	13.50
Price to Book	1.99	1.99
Price to Sales	1.46	1.35
Price to Cash Flow	8.92	8.83
Dividend Yield	2.48	3.13
5 Years Earnings Growth	15.89	9.59

Sector Allocation

Name	Net %	Category Average
Financial Services	35.75	19.85
Healthcare	13.65	13.71
Communication Services	11.26	7.80
Consumer Defensive	9.56	10.30
Consumer Cyclical	9.09	8.62
Industrials	5.79	10.92
Basic Materials	5.36	4.69
Energy	4.89	6.14
Technology	4.65	12.85

Region Allocation

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 48

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Heidelberg Materials	DE0006047004	5.02	172.850	+3.75%
Alphabet A	US02079K3059	4.85	165.49	+1.68%
Charles Schwab	US8085131055	4.66	77.11	+4.90%
American Express	US0258161092	4.57	265.63	+3.59%
Bank of NY Mellon	US0640581007	4.25	81.75	+2.62%
Danone	FR0000120644	4.21	71.44	+1.10%
Meta Platforms	US30303M1027	4.13	607.60	+2.87%
Compass	GB00BD6K4575	3.98	2,660.00	+0.64%
Berkshire Hathaway B	US0846707026	3.92	514.60	+2.05%
Novartis	CH0012005267	3.88	96.35	-0.60%

Top Equity Funds by Artisan Partners Funds

Name	Total Assets	YTD%	3Y%	10Y%
Artisan International Value Instl	21.96B	6.17	10.21	7.91
Artisan International Value Advisor	10.73B	6.13	10.11	-
Artisan Mid Cap Advisor	4.31B	1.47	1.88	-
Artisan Mid Cap Institutional	4.31B	1.51	1.98	9.53
Artisan Mid Cap Investor	4.31B	1.47	1.76	9.28

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