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Artisan Global Value Fund Institutional Class (APHGX)

US Funds

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22.08 -0.28 -1.25%

10/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 1.91B

Type: Fund

Market: United States

Issuer: Artisan

Underlying: MSCI ACWI Net USD

Asset Class: Equity

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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 %	Short %
Cash	7.50	7.50	0.00
Stocks	92.50	92.50	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.05	13.45
Price to Book	1.93	2.00
Price to Sales	1.51	1.35
Price to Cash Flow	9.37	8.83
Dividend Yield	2.46	3.10
5 Years Earnings Growth	16.18	9.80

Sector Allocation

Name	Net %	Category Average
Financial Services	33.93	19.80
Healthcare	15.50	14.03
Consumer Defensive	10.49	10.36
Consumer Cyclical	9.79	8.46
Communication Services	9.13	8.03
Industrials	5.70	11.22
Technology	5.52	12.80
Energy	5.00	6.15
Basic Materials	4.94	4.97

Region Allocation

Equities

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 47

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Danone	FR0000120644	4.59	64.40	-1.77%
Heidelberg Materials	DE0006047004	4.57	125.8500	-1.53%
Novartis	CH0012005267	4.36	91.09	-0.60%
American Express	US0258161092	4.36	293.30	-3.15%
Philips	NL0000009538	4.27	25.31	+1.65%
Elevance Health	US0367521038	4.18	381.15	-0.55%
Meta Platforms	US30303M1027	4.15	615.86	+0.84%
Progressive	US7433151039	4.11	235.61	-3.28%
Compass	GB00BD6K4575	3.93	2,697.00	-1.28%
The Charles Schwab	US8085131055	3.90	72.77	-0.32%

Top Equity Funds by Artisan Partners Funds

Name	Total Assets	YTD%	3Y%	10Y%
Artisan International Value Instl	21.79B	6.64	6.91	7.76
Artisan International Value Advisor	10.48B	6.56	6.81	-
Artisan Mid Cap Advisor	4.57B	12.10	-4.14	-
Artisan Mid Cap Institutional	4.57B	12.19	-4.06	9.79
Artisan Mid Cap Investor	4.57B	11.97	-4.28	9.53

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Artisan Global Va.	22.08	-0.28	-1.25%