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
$8.05B
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
126
$5.56M 0.07%
152,309
-14,947
127
$5.36M 0.07%
66,356
-15,340
128
$5.32M 0.07%
3,390,319
+79,326
129
$5.15M 0.06%
85,024
-1,501
130
$5.04M 0.06%
100,014
-637
131
$4.8M 0.06%
4,326,216
-3,158,936
132
$4.43M 0.06%
127,811
-5,444
133
$4.15M 0.05%
1,687,789
-49,369
134
$4.09M 0.05%
194,426
-10,400
135
$3.93M 0.05%
90,004
-242,373
136
$3.74M 0.05%
1,465,380
-360,900
137
$3.49M 0.04%
536,368
-252,509
138
$3.38M 0.04%
368,044
-61,423
139
$2.78M 0.03%
32,225
+1,398
140
$2.59M 0.03%
45,108
-5,656
141
$2.45M 0.03%
276,909
-78,473
142
$2.31M 0.03%
21,161
-68,868
143
$1.61M 0.02%
21,243
-420
144
$1.55M 0.02%
21,762
-406
145
$1.22M 0.02%
19,342
-6,430
146
$1.19M 0.01%
22,713
-164,679
147
$1.17M 0.01%
145,316
+681
148
$765K 0.01%
77,549
+5,553
149
$521K 0.01%
85,715
-109,784
150
$422K 0.01%
94,896
3 4 5
6
7