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
101
$5.53M 0.08%
1,592,800
-152,734
102
$5.01M 0.07%
241,110
+33
103
$4.81M 0.07%
304,314
+11,420
104
$4.48M 0.07%
818,059
-50,028
105
$4.34M 0.06%
765,721
+7,433
106
$4.31M 0.06%
3,531,665
+60,227
107
$4.28M 0.06%
435,421
-64,323
108
$4.14M 0.06%
2,654,305
+4,724
109
$4.07M 0.06%
118,575
+20,039
110
$4.02M 0.06%
446,622
+205,775
111
$3.89M 0.06%
274,999
+17,200
112
$3.29M 0.05%
166,310
-22,992
113
$3.16M 0.05%
80,277
-3,413
114
$3.14M 0.05%
331,994
+45,984
115
$2.64M 0.04%
132,487
+4,651
116
$2.51M 0.04%
782,441
117
$2.43M 0.04%
302,571
+19,600
118
$2.42M 0.04%
74,620
+740
119
$2.27M 0.03%
401,562
+33,412
120
$2.23M 0.03%
795,490
+208,483
121
$2.19M 0.03%
156,153
122
$2.11M 0.03%
27,906
-35
123
$1.96M 0.03%
+86,219
124
$1.85M 0.03%
337,612
+3,400
125
$1.81M 0.03%
1,198,432
+228,549
2 3 4
5
6