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
151
$4.39M 0.05%
498,991
+16,156
152
$4.31M 0.05%
122,197
+67,800
153
$4.3M 0.05%
+721,737
154
$4.29M 0.05%
112,700
+12,100
155
$4.19M 0.05%
97,240
156
$4.09M 0.05%
81,956
-834
157
$4.08M 0.05%
1,799,618
+2,598
158
$4.06M 0.05%
+503,369
159
$4M 0.05%
350,838
+91,600
160
$3.62M 0.04%
188,270
-2,810
161
$3.59M 0.04%
188,520
+75,620
162
$3.56M 0.04%
165,700
+56,600
163
$3.22M 0.04%
389,064
+79,433
164
$3.17M 0.04%
76,514
+39,344
165
$3.11M 0.04%
+29,788
166
$3.09M 0.04%
+274,100
167
$3.01M 0.04%
33,445
168
$2.87M 0.03%
508,747
+312,500
169
$2.8M 0.03%
1,796,673
+3,184
170
$2.54M 0.03%
+306,862
171
$2.48M 0.03%
28,473
+1,712
172
$2.37M 0.03%
376,073
+655
173
$1.93M 0.02%
226,895
174
$1.79M 0.02%
171,476
175
$1.64M 0.02%
7,303
4 5 6
7
8