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
76
$25M 0.3%
656,940
-574,723
77
$24.6M 0.3%
254,890
+1,216
78
$23.9M 0.29%
255,668
-13,506
79
$23.7M 0.29%
435,367
+7,563
80
$23.5M 0.28%
352,967
-14,918
81
$23.2M 0.28%
4,041,034
+237,681
82
$23.1M 0.28%
1,116,464
-14,956
83
$22.7M 0.27%
33,097
+1,308
84
$22.7M 0.27%
1,172,273
-120,048
85
$22.6M 0.27%
287,810
+8
86
$22.2M 0.27%
3,406,693
-241,784
87
$21.4M 0.26%
499,677
88
$19.1M 0.23%
3,835,163
+139,587
89
$18.1M 0.22%
484,548
-73,209
90
$17.9M 0.22%
3,386,715
+144,902
91
$17.3M 0.21%
250,242
+243,642
92
$17.1M 0.21%
1,784,414
-503,170
93
$16.9M 0.2%
182,494
+15
94
$15.6M 0.19%
256,796
-15,280
95
$15.6M 0.19%
1,160,586
-430,238
96
$15.1M 0.18%
1,781,915
97
$14.7M 0.18%
241,772
98
$14.5M 0.18%
241,968
+36,985
99
$13.8M 0.17%
+269,566
100
$13.4M 0.16%
365,837
-22,812
2 3
4
5 6