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
126
$1.77M 0.03%
20,414
+70
127
$1.75M 0.03%
831,092
+171,776
128
$1.71M 0.02%
29,883
-1,353
129
$1.18M 0.02%
118,950
+1,225
130
$1.03M 0.01%
151,142
-775,218
131
$1M 0.01%
+26,816
132
$967K 0.01%
60,071
-259,645
133
$485K 0.01%
57,087
134
$416K 0.01%
132,838
135
$330K ﹤0.01%
58,275
+3,600
136
$316K ﹤0.01%
9,104
+100
137
$267K ﹤0.01%
5,804
138
$234K ﹤0.01%
26,102
+6,521
139
$213K ﹤0.01%
37,777
+920
140
$192K ﹤0.01%
31,398
141
$150K ﹤0.01%
+71,260
142
$120K ﹤0.01%
27,087
+12,100
143
– –
-126,453
144
– –
-316,900
145
– –
-1,102,608
146
– –
-40,355
147
– –
-72,398
148
– –
-260,215
149
– –
-172,596
150
– –
-587,207
2 3 4 5
6