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
101
$12.2M 0.15%
415,713
+14,513
102
$12M 0.15%
1,765,481
+76,988
103
$11.8M 0.15%
299,091
+2,961
104
$11.5M 0.14%
1,476,359
-158,337
105
$11.4M 0.14%
969,863
+84,210
106
$10.9M 0.14%
3,397,711
-182,588
107
$10.6M 0.13%
230,119
-14,803
108
$10.6M 0.13%
196,757
-8,104
109
$10.2M 0.13%
133,868
-2,363
110
$9.14M 0.11%
519,231
-44,800
111
$8.84M 0.11%
1,178,142
+233,860
112
$8.79M 0.11%
461,243
-12,168
113
$8.65M 0.11%
245,544
-3,163
114
$8.6M 0.11%
1,540,368
+85,727
115
$8.46M 0.11%
229,101
-3,841
116
$8.15M 0.1%
399,970
-29,989
117
$8.14M 0.1%
298,199
+6,828
118
$8M 0.1%
26,644
-1,107
119
$7.99M 0.1%
2,452,096
-62,340
120
$7.63M 0.09%
1,522,981
-166,657
121
$7.14M 0.09%
196,400
+81,000
122
$6.97M 0.09%
1,199,707
+19,904
123
$6.89M 0.09%
182,604
+5,886
124
$6.67M 0.08%
3,813,995
+231,457
125
$6.39M 0.08%
33,275
-1,132
3 4
5
6 7