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
76
$17.1M 0.25%
532,320
-177,648
77
$16.8M 0.24%
420,513
+18,200
78
$16.6M 0.24%
971,672
79
$15.7M 0.23%
467,324
-12,113
80
$14.3M 0.21%
1,574,412
-273,055
81
$13.1M 0.19%
975,553
-85,272
82
$12.7M 0.18%
141,124
+1,616
83
$12.6M 0.18%
191,818
84
$11.8M 0.17%
848,756
+130,916
85
$10.5M 0.15%
547,752
86
$10.3M 0.15%
186,522
+32,534
87
$10.2M 0.15%
283,344
-12,205
88
$9.71M 0.14%
162,716
+2,537
89
$8.79M 0.13%
410,024
+13,404
90
$8.66M 0.13%
532,433
-854
91
$8.62M 0.13%
257,965
92
$8.39M 0.12%
84,510
+33,856
93
$8.17M 0.12%
537,970
-22,563
94
$7.23M 0.11%
1,685,506
+151,694
95
$7.16M 0.1%
392,008
-6,000
96
$6.7M 0.1%
66,919
-2,860
97
$6.69M 0.1%
17,453
-300
98
$6.44M 0.09%
1,893,438
+92,416
99
$6.21M 0.09%
520,646
-1,793
100
$5.72M 0.08%
255,756
2 3
4
5 6