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
101
$13M 0.17%
2,532,132
+1,813,707
102
$13M 0.17%
1,324,376
+650
103
$12.9M 0.17%
505,650
+9,687
104
$12.9M 0.17%
2,607,251
-55,919
105
$12.6M 0.16%
1,837,374
+246,878
106
$12.5M 0.16%
2,890,195
-87,850
107
$11.9M 0.15%
418,959
-5,875
108
$11.7M 0.15%
140,441
+6,847
109
$11.6M 0.15%
120,226
+730
110
$11.3M 0.15%
190,090
-178
111
$10.5M 0.14%
264,971
+34,289
112
$10.4M 0.13%
137,143
+433
113
$10.2M 0.13%
784,046
+209,309
114
$10M 0.13%
1,095,749
+177,499
115
$9.89M 0.13%
209,002
-3,091
116
$9.88M 0.13%
54,060
-2,925
117
$9.73M 0.13%
53,641
+941
118
$9.68M 0.12%
1,298,832
-1,325
119
$9.38M 0.12%
220,615
+85,694
120
$9.31M 0.12%
1,637,130
-2,050
121
$9.29M 0.12%
2,088,782
-291,121
122
$8.84M 0.11%
231,010
+73,605
123
$8.71M 0.11%
98,825
-700
124
$8.3M 0.11%
2,958,556
-2,900
125
$8.25M 0.11%
136,634
-55,058
3 4
5
6 7