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APHWX
Artisan Value Income Fund Institutional Shares
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APHWX Mutual Fund Holdings Information

Holdings Count
67
Total Assets
8.38M
Top 10 Percentage
25.32%
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67 Holdings
67 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
LAMR
Lamar Advertising Co
3.57%
$296.13K
―
$14.59B
18.38%
1 Buy
4 Hold
0 Sell
Hold
―
PM
Philip Morris International
3.02%
$250.49K
―
$296.50B
16.77%
9 Buy
2 Hold
0 Sell
Strong Buy
―
EOG
EOG Resources Inc
2.88%
$239.26K
―
$73.18B
21.79%
10 Buy
12 Hold
0 Sell
Moderate Buy
―
PPL
PPL Corporation
2.62%
$217.40K
―
$24.06B
-12.77%
10 Buy
1 Hold
0 Sell
Strong Buy
―
OGE
OGE Energy Corp
2.45%
$203.21K
―
$9.32B
-1.80%
4 Buy
4 Hold
0 Sell
Moderate Buy
―
WAFDP
WaFd, Inc.
2.23%
$184.78K
―
―
―
―
―
WFC
Wells Fargo & Company
2.18%
$181.35K
―
$248.51B
-2.40%
9 Buy
6 Hold
0 Sell
Moderate Buy
―
PR
Permian Resources Corporation
2.17%
$179.81K
―
$17.83B
59.72%
18 Buy
1 Hold
0 Sell
Strong Buy
―
HEIO
Heineken Holding NV
2.12%
$176.17K
―
€18.53B
15.13%
―
―
EVRG
Evergy, Inc.
2.10%
$174.16K
―
$17.90B
5.36%
7 Buy
2 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

16.66%Financial12.83%Consumer Defensive11.30%Utilities10.84%General9.47%Energy9.04%Technology8.26%Real Estate7.75%Industrials6.40%Communication Services3.81%Consumer Cyclical3.64%Healthcare16.66%Financial
Financial
16.66%
Consumer Defensive
12.83%
Utilities
11.30%
General
10.84%
Energy
9.47%
Technology
9.04%
Real Estate
8.26%
Industrials
7.75%
Communication Services
6.40%
Consumer Cyclical
3.81%
Healthcare
3.64%

Countries Breakdown

87.86%United States5.21%Netherlands1.74%Switzerland1.49%Ireland87.86%United States
United States
87.86%
Netherlands
5.21%
Switzerland
1.74%
Ireland
1.49%

Breakdown By Smart Score

13.87%Outperform1012.69%Outperform914.31%Outperform813.54%Neutral722.33%Neutral67.75%Neutral53.17%Neutral40.57%Underperform37.33%Underperform24.43%Underperform16
The weighted average smart score of the APHWX Mutual Fund is 6
10
13.87%
9
12.69%
8
14.31%
7
13.54%
6
22.33%
5
7.75%
4
3.17%
3
0.57%
2
7.33%
1
4.43%

APHWX Mutual Funds FAQ

What are Mutual Funds APHWX’s top 3 holdings?
APHWX’s top 3 holdings are LAMR, PM, EOG.
    What is Mutual Funds APHWX’s holdings count?
    Mutual Funds APHWX’s is holdings 67 different assets.
      What are the total assets of Mutual Funds APHWX?
      Mutual Funds APHWX’s total assets are 8.38M.
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