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
126
$7.33M 0.09%
551,440
+51,332
127
$7.28M 0.09%
2,491,679
-16,115
128
$7.21M 0.09%
783,900
+84,500
129
$7.13M 0.09%
251,039
-66,725
130
$6.92M 0.08%
2,803,243
-170,111
131
$6.87M 0.08%
1,013,663
-327
132
$6.86M 0.08%
187,510
+2,550
133
$6.79M 0.08%
1,627,719
+231,361
134
$6.08M 0.07%
545,977
+44,918
135
$6.06M 0.07%
207,900
+22,300
136
$5.94M 0.07%
510,371
-30,257
137
$5.86M 0.07%
574,455
138
$5.82M 0.07%
66,717
139
$5.6M 0.07%
98,323
+17,965
140
$5.54M 0.07%
312,916
+14,326
141
$5.45M 0.07%
33,810
142
$5.45M 0.07%
81,873
143
$5.1M 0.06%
8,055,966
+311,157
144
$5.08M 0.06%
2,269,400
+1,031,900
145
$5.02M 0.06%
205,197
-6,973
146
$4.92M 0.06%
77,018
147
$4.54M 0.05%
170,600
+19,100
148
$4.5M 0.05%
112,970
149
$4.46M 0.05%
897,733
-688,904
150
$4.46M 0.05%
61,088
-26,688
4 5
6
7 8