AI

Ariel Investments Portfolio holdings

AUM $8.82B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.05B
AUM Growth
+$874M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$46.7M
2
+$30.6M
3
+$23.9M
4
LAZ icon
Lazard
LAZ
+$21.7M
5
SRCL
Stericycle Inc
SRCL
+$18.9M

Top Sells

1
+$66.3M
2
+$61.4M
3
+$29.2M
4
ZBRA icon
Zebra Technologies
ZBRA
+$26.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.8M

Sector Composition

1 Financials 18.19%
2 Industrials 14.31%
3 Technology 13.81%
4 Communication Services 12.88%
5 Healthcare 11.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$108M 1.34%
1,824,623
-9,043
27
$107M 1.33%
3,809,445
+110,605
28
$97.7M 1.21%
6,926,734
-882,833
29
$90.7M 1.13%
731,820
-93,365
30
$90.2M 1.12%
1,824,140
-38,365
31
$88.6M 1.1%
1,627,046
-111,609
32
$87.8M 1.09%
644,982
-81,135
33
$85.1M 1.06%
1,439,431
-23,341
34
$81.1M 1.01%
1,622,240
-6,216
35
$80.6M 1%
441,788
-2,931
36
$80.3M 1%
1,842,143
-32,622
37
$77.6M 0.96%
1,404,455
-42,613
38
$76.7M 0.95%
4,348,520
+1,736,342
39
$76.4M 0.95%
666,684
+2,929
40
$73.6M 0.91%
902,957
+12,170
41
$73.5M 0.91%
240,349
+16,011
42
$71.8M 0.89%
343,176
-3,387
43
$71.3M 0.89%
565,448
+47,090
44
$69.4M 0.86%
1,328,546
45
$66.5M 0.83%
922,501
+78,618
46
$66.2M 0.82%
1,959,092
-11,787
47
$66M 0.82%
1,106,069
+782,780
48
$63.5M 0.79%
416,696
+6,260
49
$63.2M 0.78%
1,377,346
-76,055
50
$60.6M 0.75%
1,306,065
-120,018
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