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
76
$29.9M 0.37%
1,057,377
+67,562
77
$28.4M 0.35%
985,180
-33,070
78
$27.3M 0.34%
3,011,748
-454,357
79
$25.7M 0.32%
243,047
+209
80
$25.3M 0.31%
144,531
-2,975
81
$24M 0.3%
2,618,040
+621,234
82
$23.9M 0.3%
+342,801
83
$22.8M 0.28%
854,224
-21,729
84
$22.6M 0.28%
436,419
-565,795
85
$21.7M 0.27%
487,993
+412
86
$21.4M 0.27%
718,694
-46,060
87
$20.9M 0.26%
643,607
+447,840
88
$20.6M 0.26%
6,619,113
-427,671
89
$20.1M 0.25%
1,386,213
-92,900
90
$18.6M 0.23%
385,090
-7,395
91
$18M 0.22%
315,066
+140,866
92
$17.2M 0.21%
1,964,933
-162,852
93
$17M 0.21%
1,110,734
-15,138
94
$16.6M 0.21%
+324,523
95
$16.4M 0.2%
2,412,260
+526,237
96
$16.2M 0.2%
1,490,145
-276,279
97
$15.8M 0.2%
+352,829
98
$15.6M 0.19%
2,574,295
-917,942
99
$14.4M 0.18%
682,556
-199,248
100
$13.8M 0.17%
630,519
-116,333
2 3
4
5 6