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
126
$6.61M 0.09%
195,767
-425
127
$5.75M 0.08%
34,407
+11,064
128
$5.57M 0.08%
81,696
-8,571
129
$5.03M 0.07%
788,877
-30,980
130
$4.9M 0.07%
3,310,993
-699,719
131
$4.74M 0.07%
100,651
-2,425
132
$4.6M 0.06%
86,525
-55,380
133
$4.12M 0.06%
3,582,538
+201,072
134
$4.06M 0.06%
204,826
+44,420
135
$3.89M 0.05%
1,826,280
-12,709
136
$3.65M 0.05%
115,400
+27,200
137
$3.64M 0.05%
31,678
138
$3.5M 0.05%
133,255
-3,201
139
$3.1M 0.04%
429,467
-169,118
140
$2.98M 0.04%
118,378
-49,611
141
$2.37M 0.03%
30,827
-47,716
142
$2.03M 0.03%
+18,873
143
$2.03M 0.03%
355,382
-109,454
144
$1.93M 0.03%
50,764
145
$1.48M 0.02%
21,663
-54,045
146
$1.39M 0.02%
25,772
-1,086
147
$1.37M 0.02%
+17,986
148
$1.31M 0.02%
22,168
-826
149
$1.14M 0.02%
144,635
-80,140
150
$729K 0.01%
195,499
-424,621
3 4 5
6
7