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
$7.75B
AUM Growth
-$429M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$68.4M
3
+$31.9M
4
LH icon
Labcorp
LH
+$30.7M
5
ZBH icon
Zimmer Biomet
ZBH
+$29.6M

Top Sells

1
+$210M
2
+$116M
3
+$84.1M
4
IPG icon
Interpublic Group of Companies
IPG
+$46.2M
5
SMA
SYMMETRY MEDICAL INC
SMA
+$45.9M

Sector Composition

1 Financials 23.21%
2 Industrials 18.78%
3 Healthcare 13.19%
4 Communication Services 10.18%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46.2M 0.6%
804,507
+13,489
52
$45.7M 0.59%
731,698
-580,620
53
$45.1M 0.58%
2,982,295
+619,399
54
$43.7M 0.56%
115,146
+10,151
55
$40.3M 0.52%
2,684,281
+178,251
56
$40.1M 0.52%
554,301
-1,235
57
$37.2M 0.48%
6,467,823
+828,655
58
$36.2M 0.47%
461,698
+3,475
59
$35.9M 0.46%
85,044
-5,223
60
$34.2M 0.44%
349,205
+3,519
61
$34.2M 0.44%
309,421
+1,769
62
$32.4M 0.42%
4,030,004
+228,549
63
$31.3M 0.4%
315,059
+2,152
64
$30.6M 0.4%
2,356,919
+484,951
65
$27.5M 0.36%
20,543
+2,593
66
$26.8M 0.35%
351,606
+10,715
67
$26.6M 0.34%
1,304,866
+52,571
68
$26.1M 0.34%
1,084,110
-29,423
69
$25M 0.32%
352,679
+9,598
70
$24.1M 0.31%
110,456
+1,758
71
$24M 0.31%
408,090
+35,507
72
$23.7M 0.31%
1,385,786
+160,654
73
$23M 0.3%
3,033,786
-1,870
74
$22.9M 0.3%
283,771
-1,437,805
75
$22.2M 0.29%
1,809,556
-595,571
1 2
3
4 5