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
$7.18B
AUM Growth
-$1.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$43M
3
+$36.1M
4
KN icon
Knowles
KN
+$34.8M
5
MHK icon
Mohawk Industries
MHK
+$32.2M

Top Sells

1
+$51.8M
2
+$49.1M
3
+$32.5M
4
WU icon
Western Union
WU
+$31.6M
5
ZBRA icon
Zebra Technologies
ZBRA
+$31M

Sector Composition

1 Financials 19.11%
2 Industrials 13.96%
3 Communication Services 13.87%
4 Technology 13.78%
5 Healthcare 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$52.1M 0.73%
224,338
-8,323
52
$50.9M 0.71%
843,883
-73,026
53
$48.9M 0.68%
2,362,025
-9,614
54
$48.8M 0.68%
1,116,177
-125,367
55
$48.3M 0.67%
553,319
+118,901
56
$46.1M 0.64%
363,761
-61,453
57
$45.1M 0.63%
952,488
-232,801
58
$44M 0.61%
1,002,214
+116,963
59
$43.3M 0.6%
285,167
-95,677
60
$42.6M 0.59%
784,241
-321,029
61
$41.1M 0.57%
183,495
-132,402
62
$40.1M 0.56%
683,994
+182,117
63
$39.9M 0.56%
1,239,161
+156,150
64
$39.3M 0.55%
403,025
+135,128
65
$38.6M 0.54%
2,260,753
-1,851,412
66
$38.2M 0.53%
855,750
-71,907
67
$34.8M 0.48%
+2,612,178
68
$34M 0.47%
526,424
+124,992
69
$31.4M 0.44%
+1,075,521
70
$31.4M 0.44%
167,786
-30,689
71
$29.5M 0.41%
354,042
+93,781
72
$28M 0.39%
137,560
-452
73
$27.2M 0.38%
455,273
-45,087
74
$27M 0.38%
905,951
-149,424
75
$25.6M 0.36%
3,466,105
-438,450
1 2
3
4 5