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
$8.27B
AUM Growth
+$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$24.4M
3
+$21.8M
4
BOKF icon
BOK Financial
BOKF
+$16.8M
5
CBRE icon
CBRE Group
CBRE
+$15.8M

Top Sells

1
+$69M
2
+$52.7M
3
+$32.9M
4
KMT icon
Kennametal
KMT
+$30.5M
5
ZBH icon
Zimmer Biomet
ZBH
+$28.1M

Sector Composition

1 Financials 21.68%
2 Industrials 16.71%
3 Communication Services 13%
4 Healthcare 13%
5 Technology 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$58.7M 0.71%
1,131,857
-105,715
52
$58.7M 0.71%
1,895,732
+388,583
53
$55.2M 0.67%
275,647
-44,146
54
$54.5M 0.66%
410,119
+60,398
55
$53.6M 0.65%
1,701,394
-68,804
56
$51.3M 0.62%
705,916
+188,940
57
$51.1M 0.62%
797,470
-22,983
58
$50.4M 0.61%
2,184,576
-499,896
59
$50.2M 0.61%
594,714
+289,852
60
$49M 0.59%
393,429
-39,658
61
$46.9M 0.57%
762,548
+21,347
62
$45.4M 0.55%
5,351,617
+91,296
63
$44.1M 0.53%
453,174
+104,391
64
$44M 0.53%
3,030,865
+177,180
65
$41.8M 0.51%
1,128,582
-53,218
66
$40.7M 0.49%
782,809
-386,104
67
$39.1M 0.47%
3,824,759
-141,772
68
$36.3M 0.44%
1,421,642
-61,130
69
$34.3M 0.41%
404,984
-49,551
70
$32.1M 0.39%
7,187,763
+300,948
71
$30.4M 0.37%
2,964,735
-278,457
72
$29.5M 0.36%
262,624
+12,647
73
$28.9M 0.35%
564,193
-459,784
74
$26.4M 0.32%
1,052,361
+36,116
75
$25.7M 0.31%
3,721,469
+180,611
1 2
3
4 5