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
51
$44.9M 0.65%
232,082
-77,161
52
$44.5M 0.65%
2,050,329
+104
53
$39.7M 0.58%
6,105,347
+2,004,639
54
$35.3M 0.51%
805,353
+305,312
55
$33.2M 0.48%
812,881
+26,715
56
$33.2M 0.48%
64,393
-8,293
57
$33.1M 0.48%
704,181
+26,072
58
$32.6M 0.47%
692,353
-126,411
59
$30.8M 0.45%
522,157
-12,622
60
$30.8M 0.45%
255,532
+7,583
61
$30.3M 0.44%
468,469
+69
62
$30.1M 0.44%
327,299
-80,436
63
$29.2M 0.42%
139,890
-20,530
64
$29.2M 0.42%
883,071
-170,324
65
$28.7M 0.42%
799,074
+109,777
66
$26.3M 0.38%
8,774,459
67
$26.3M 0.38%
922,605
+800
68
$25.5M 0.37%
1,634,164
-69,308
69
$23.2M 0.34%
871,213
+439,846
70
$22.7M 0.33%
+632,002
71
$22.6M 0.33%
150,089
-40
72
$22.1M 0.32%
446,697
-44,551
73
$21.8M 0.32%
752,772
+17,975
74
$21.7M 0.32%
175,358
+91,433
75
$19.5M 0.28%
323,956
-32,440
1 2
3
4 5