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
101
$13.1M 0.16%
785,599
-52,339
102
$13.1M 0.16%
65,876
103
$13.1M 0.16%
882,174
104
$13M 0.16%
1,858,160
+61,618
105
$12.5M 0.15%
847,268
+242,987
106
$11.7M 0.14%
24,268
-6
107
$11.5M 0.14%
75,667
+37,697
108
$11.3M 0.14%
1,650,515
+181,649
109
$11.1M 0.13%
1,656,804
+28,615
110
$11.1M 0.13%
816,000
+95,400
111
$10.7M 0.13%
+199,390
112
$10.5M 0.13%
2,031,875
-408,689
113
$10.5M 0.13%
350,573
+143,753
114
$10.3M 0.12%
2,049,760
+57,147
115
$9.98M 0.12%
1,407,774
-89,731
116
$9.93M 0.12%
297,530
-3,100
117
$9.61M 0.12%
1,334,879
-188,248
118
$9.55M 0.12%
485,683
-31,952
119
$9.44M 0.11%
205,510
-373,212
120
$9.15M 0.11%
143,338
-50,212
121
$8.37M 0.1%
55,112
-2,742
122
$8.03M 0.1%
204,295
123
$7.88M 0.1%
245,842
124
$7.85M 0.1%
32,745
-672
125
$7.54M 0.09%
94,498
-865,332
3 4
5
6 7