ARTRX
Artisan Global Opportunities Fund Inv Shs
1W: -1.8%
1M: -3.8%
3M: -5.0%
YTD: +1.8%
1Y: -0.6%
3Y: +46.1%
5Y: +24.4%
$34.33
+0.05 (+0.15%)
Weekly Expected Move ±1.5%
$33
$34
$34
$35
$35
Key Statistics
AUM$1.6B
Holdings46
Top 10 Wt40.7%
Volume0
Avg Volume0
Beta0.94
Portfolio Fundamentals
P/E26.4
P/B4.8
Div Yield1.14%
ROE21.4%
% Profitable74%
Inception2008-09-22
Sector Allocation
Healthcare
22.7%
Industrials
20.1%
Technology
12.8%
Consumer Cyclical
12.4%
Financial Services
10.4%
Communication Services
6.4%
+4 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Amazon.com, Inc. | 0R1O.IL | 6.05% | $92.3M | 443,048 |
| 2 | BAE Systems plc | BA.L | 4.66% | $53.7M | 2,443,763 |
| 3 | Argenx SE | ARGNF | 3.97% | $60.6M | 82,956 |
| 4 | Insmed, Inc. | 0JAV.L | 3.89% | $59.3M | 362,740 |
| 5 | Broadcom, Inc. | 1YD.DE | 3.80% | $58.0M | 187,459 |
| 6 | GE Vernova, Inc. | GEV | 3.75% | $57.3M | 65,636 |
| 7 | Taiwan Semiconductor Manufacturing Co. Ltd. | TSMWF | 3.70% | $1.8B | 1,002,000 |
| 8 | Baker Hughes Co. | 0RR8.L | 3.70% | $56.4M | 924,321 |
| 9 | L3Harris Technologies, Inc. | HRS.DE | 3.59% | $54.7M | 158,624 |
| 10 | Tencent Holdings Ltd. | 80700.HK | 3.56% | $426.4M | 861,400 |