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
76
$21.9M 0.28%
1,955,123
-116,873
77
$21.2M 0.27%
396,759
+723
78
$21.2M 0.27%
348,910
-4,018
79
$20.9M 0.27%
2,476,136
+444,233
80
$19.9M 0.26%
1,284,415
+31,689
81
$19.7M 0.25%
1,222,789
+191,755
82
$19M 0.25%
6,456,993
+358,791
83
$18.7M 0.24%
1,278,515
-19,675
84
$18.5M 0.24%
458,417
+11,040
85
$18.4M 0.24%
796,302
+89,495
86
$18.3M 0.24%
2,629,677
+28,825
87
$17.8M 0.23%
1,060,103
-112,145
88
$17.7M 0.23%
3,786,479
+45,700
89
$15.9M 0.2%
2,345,437
+1,054,940
90
$15.3M 0.2%
1,163,639
+78,095
91
$15.2M 0.2%
2,071,920
+258,756
92
$15.2M 0.2%
1,543,268
+118,660
93
$14.6M 0.19%
489,018
-5,910
94
$14.4M 0.19%
344,896
+8,363
95
$14.4M 0.19%
297,459
-4,226
96
$14.3M 0.18%
1,071,597
+43,708
97
$13.9M 0.18%
324,375
-3,966
98
$13.6M 0.18%
1,677,376
-530,973
99
$13.3M 0.17%
303,412
-4,332
100
$13.3M 0.17%
1,981,489
-259,570
2 3
4
5 6