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
126
$8.12M 0.1%
742,160
+1,025
127
$8.05M 0.1%
85,610
+2,000
128
$7.81M 0.1%
3,382,512
-3,225
129
$7.58M 0.1%
95,275
-3,145
130
$7.28M 0.09%
163,930
+2,400
131
$6.77M 0.09%
49,016
+1,184
132
$6.63M 0.09%
77,501
+1,877
133
$6.59M 0.09%
1,867
+27
134
$6.46M 0.08%
880,320
-825
135
$6.31M 0.08%
100,650
-16,695
136
$6.28M 0.08%
214,629
+5,148
137
$6.23M 0.08%
42,597
+22,743
138
$6.16M 0.08%
102,296
+394
139
$6.12M 0.08%
1,896,022
-1,800
140
$6.11M 0.08%
33,275
141
$5.81M 0.08%
61,900
142
$5.67M 0.07%
86,105
+34,290
143
$5.52M 0.07%
159,580
+900
144
$5.08M 0.07%
1,104
-63
145
$4.98M 0.06%
114,071
+43,584
146
$4.86M 0.06%
29,884
+722
147
$4.72M 0.06%
322,268
148
$4.69M 0.06%
36,377
-42,548
149
$4.53M 0.06%
116,077
+3,314
150
$4.52M 0.06%
116,715
+3,900
4 5
6
7 8