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
51
$59.3M 0.74%
1,162,045
+40,947
52
$58.6M 0.73%
615,223
+61,904
53
$56.2M 0.7%
1,181,907
+65,730
54
$52.1M 0.65%
362,908
-853
55
$50.5M 0.63%
692,217
-235,491
56
$50.4M 0.63%
2,018,876
-343,149
57
$50.1M 0.62%
285,024
-143
58
$49.8M 0.62%
1,352,182
+113,021
59
$45.9M 0.57%
848,223
+164,229
60
$45.7M 0.57%
1,163,653
+88,132
61
$45M 0.56%
165,795
-1,991
62
$44.1M 0.55%
952,801
+313
63
$43.9M 0.55%
783,111
-1,130
64
$43.9M 0.54%
160,205
-23,290
65
$43.4M 0.54%
405,414
+2,389
66
$41.7M 0.52%
866,100
+10,350
67
$38.9M 0.48%
783,793
-1,236,199
68
$38.8M 0.48%
514,182
-12,242
69
$35.4M 0.44%
393,751
+39,709
70
$34.7M 0.43%
1,880,180
-380,573
71
$33.4M 0.42%
817,494
-656,836
72
$32.7M 0.41%
134,976
-2,584
73
$32M 0.4%
914,030
+8,079
74
$31.3M 0.39%
453,713
-1,560
75
$30.9M 0.38%
466,330
+83,513
1 2
3
4 5