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
76
$23.7M 0.33%
1,018,250
+5,875
77
$23.5M 0.33%
382,817
+104,153
78
$22.9M 0.32%
764,754
-132,771
79
$22.7M 0.32%
487,581
-363,381
80
$22.5M 0.31%
875,953
-212,726
81
$21.9M 0.3%
1,996,806
-179,206
82
$21.6M 0.3%
147,506
-18,942
83
$21.1M 0.29%
989,815
+100,281
84
$20.1M 0.28%
141,155
-49,276
85
$19.7M 0.28%
1,479,113
-364,453
86
$19.6M 0.27%
+242,838
87
$18.2M 0.25%
7,485,152
-700,896
88
$18.2M 0.25%
+323,289
89
$17.9M 0.25%
392,485
-1,289
90
$16.9M 0.24%
881,804
-139,611
91
$16.3M 0.23%
7,046,784
-157,895
92
$16M 0.22%
1,125,872
+4,347
93
$15.6M 0.22%
1,886,023
+15,343
94
$15.4M 0.21%
2,127,785
+10,431
95
$15.2M 0.21%
1,766,424
-107,816
96
$14.6M 0.2%
332,377
-1,181,373
97
$14.2M 0.2%
3,492,237
-359,943
98
$14.1M 0.2%
1,737,158
+2,448
99
$12.2M 0.17%
746,852
-108,030
100
$11.6M 0.16%
401,200
+3,004
2 3
4
5 6