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
101
$10.4M 0.14%
1,688,493
+227,503
102
$10.3M 0.14%
244,922
+13,365
103
$10.3M 0.14%
136,231
-163,532
104
$9.91M 0.14%
174,200
105
$9.62M 0.13%
187,392
+5,459
106
$9.46M 0.13%
232,942
+77,484
107
$9.35M 0.13%
564,031
-3,696
108
$9.31M 0.13%
248,707
-176
109
$9.25M 0.13%
204,861
-6,577
110
$9.25M 0.13%
885,653
+52,154
111
$8.97M 0.13%
473,411
-2,996
112
$8.58M 0.12%
90,029
-515,139
113
$8.51M 0.12%
291,371
+9,016
114
$8.41M 0.12%
+3,580,299
115
$8.4M 0.12%
1,634,696
-193,559
116
$8.06M 0.11%
429,959
-89,262
117
$7.7M 0.11%
944,282
+29,663
118
$7.64M 0.11%
1,454,641
-143,370
119
$7.58M 0.11%
296,130
-1,265
120
$7.49M 0.1%
2,514,436
121
$7.27M 0.1%
27,751
-1,018
122
$7.25M 0.1%
1,689,638
-590,179
123
$7.11M 0.1%
1,179,803
-110,514
124
$7.03M 0.1%
167,256
-74,030
125
$7.02M 0.1%
176,718
-41,561
3 4
5
6 7