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
151
$4.18M 0.05%
102,948
-10,956
152
$4.01M 0.05%
203,727
+3,300
153
$3.79M 0.05%
15,920
+6,528
154
$3.73M 0.05%
221,065
-12,441,792
155
$3.63M 0.05%
61,206
-19,149
156
$3.5M 0.05%
203,250
+42,375
157
$3.31M 0.04%
+161,420
158
$3.22M 0.04%
77,281
-28,381
159
$3.13M 0.04%
6,791,960
-12,464,680
160
$3.06M 0.04%
232,630
+13,076
161
$3.02M 0.04%
119,875
162
$2.86M 0.04%
271,800
+18,900
163
$2.85M 0.04%
85,122
+802
164
$2.83M 0.04%
215,116
+5,510
165
$2.68M 0.03%
47,372
-20,968
166
$2.61M 0.03%
59,524
-21,488
167
$2.36M 0.03%
78,349
+1,368
168
$2.36M 0.03%
31,166
+6,894
169
$2.11M 0.03%
95,358
+46,261
170
$2.07M 0.03%
118,150
+8,000
171
$2.04M 0.03%
36,872
172
$1.91M 0.02%
24,291
+12,886
173
$1.83M 0.02%
42,646
+1,026
174
$1.74M 0.02%
14,818
175
$1.74M 0.02%
62,850
+4,100
4 5 6
7
8