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STOCKS
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APHWX
Artisan Value Income Fund Institutional Shares
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Similar Mutual Funds

APHWX Mutual Fund Holdings Information

Holdings Count
74
Total Assets
16.41M
Top 10 Percentage
26.64%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
74 Holdings
74 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
PM
Philip Morris International
4.10%
$667.62K
―
$286.55B
80.36%
8 Buy
1 Hold
0 Sell
Strong Buy
―
LAMR
Lamar Advertising Co
3.31%
$538.63K
―
$12.44B
4.06%
2 Buy
0 Hold
0 Sell
Moderate Buy
―
EOG
EOG Resources Inc
2.64%
$429.99K
―
$65.82B
5.95%
13 Buy
11 Hold
0 Sell
Moderate Buy
―
PPL
PPL Corporation
2.56%
$416.10K
―
$25.42B
20.69%
8 Buy
3 Hold
0 Sell
Moderate Buy
―
HEIO
Heineken Holding NV
2.55%
$415.60K
―
€19.57B
-11.58%
―
―
CMCSA
Comcast Corp
2.48%
$403.43K
―
$131.69B
-6.49%
9 Buy
10 Hold
2 Sell
Moderate Buy
―
OGE
OGE Energy Corp
2.42%
$394.34K
―
$8.99B
25.74%
3 Buy
5 Hold
0 Sell
Moderate Buy
―
OTIS
Otis Worldwide Corporation
2.29%
$371.73K
―
$38.26B
-1.35%
1 Buy
3 Hold
1 Sell
Hold
―
WFC
Wells Fargo & Company
2.24%
$363.90K
―
$240.84B
26.06%
12 Buy
5 Hold
0 Sell
Moderate Buy
―
TSN
Tyson Foods
2.05%
$332.77K
―
$19.44B
1.56%
2 Buy
6 Hold
0 Sell
Hold
―
Rows:
10

Sector Breakdown

18.62%Consumer Defensive17.54%Financial11.77%Utilities10.65%Real Estate8.79%Consumer Cyclical8.24%Energy7.86%Healthcare7.36%Communication Services5.91%Industrials3.26%Technology18.62%Consumer Defensive
Consumer Defensive
18.62%
Financial
17.54%
Utilities
11.77%
Real Estate
10.65%
Consumer Cyclical
8.79%
Energy
8.24%
Healthcare
7.86%
Communication Services
7.36%
Industrials
5.91%
Technology
3.26%

Countries Breakdown

80.51%United States4.07%Netherlands2.18%United Kingdom1.64%Ireland1.39%Hong Kong1.01%Switzerland80.51%United States
United States
80.51%
Netherlands
4.07%
United Kingdom
2.18%
Ireland
1.64%
Hong Kong
1.39%
Switzerland
1.01%

Breakdown By Smart Score

2.01%Outperform1027.70%Outperform912.39%Outperform824.62%Neutral76.41%Neutral616.58%Neutral54.57%Neutral41.85%Underperform33.87%Underperform27
The weighted average smart score of the APHWX Mutual Fund is 7
10
2.01%
9
27.70%
8
12.39%
7
24.62%
6
6.41%
5
16.58%
4
4.57%
3
1.85%
2
3.87%
1
0.00%

APHWX Mutual Funds FAQ

What are Mutual Funds APHWX’s top 3 holdings?
APHWX’s top 3 holdings are PM, LAMR, EOG.
    What is Mutual Funds APHWX’s holdings count?
    Mutual Funds APHWX’s is holdings 74 different assets.
      What are the total assets of Mutual Funds APHWX?
      Mutual Funds APHWX’s total assets are 16.41M.

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