AI

Ariel Investments Portfolio holdings

AUM $9.35B
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.89B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$47.5M
2
+$35.4M
3
+$34.7M
4
MHK icon
Mohawk Industries
MHK
+$32.2M
5
BCO icon
Brink's
BCO
+$24.3M

Top Sells

1
+$55.5M
2
+$37.4M
3
+$30.4M
4
SWK icon
Stanley Black & Decker
SWK
+$24.6M
5
ZBRA icon
Zebra Technologies
ZBRA
+$21.6M

Sector Composition

1 Financials 19.98%
2 Communication Services 15.61%
3 Healthcare 13.51%
4 Industrials 13.41%
5 Technology 12.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$86.6M 1.26%
905,421
+97,518
27
$85.7M 1.25%
1,825,402
-141,536
28
$84.7M 1.23%
857,181
-46,943
29
$83.3M 1.21%
1,399,763
-127,047
30
$82.3M 1.2%
7,007,889
+439,800
31
$82M 1.19%
383,252
+8,601
32
$75.3M 1.09%
3,066,741
+241,986
33
$72.1M 1.05%
2,114,960
-254,207
34
$70.2M 1.02%
741,155
-100,027
35
$67.9M 0.99%
4,560,318
-114,236
36
$67.5M 0.98%
380,484
-21,356
37
$66.3M 0.96%
408,949
-151,811
38
$64.7M 0.94%
489,849
-4,617
39
$64.7M 0.94%
1,127,730
+124,680
40
$59.1M 0.86%
234,172
-85,552
41
$58.4M 0.85%
290,545
+109,369
42
$57.6M 0.84%
1,045,719
-137,102
43
$56.8M 0.82%
14,526,888
-1,193,477
44
$56.7M 0.82%
1,559,172
+154,295
45
$56.4M 0.82%
580,001
-133,991
46
$53.7M 0.78%
1,306,519
+591,255
47
$51.2M 0.74%
749,421
+132
48
$48.9M 0.71%
3,726,201
+402,158
49
$48.5M 0.7%
3,180,513
+1,095,980
50
$45.4M 0.66%
1,253,261
+262,280
1
2
3 4 5