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
151
$715K 0.01%
71,996
-18,079
152
$426K 0.01%
78,850
-171,029
153
$413K 0.01%
94,896
-70,847
154
$266K ﹤0.01%
9,322
-9,485
155
$212K ﹤0.01%
69,469
-411,193
156
$155K ﹤0.01%
22,333
-63,328
157
$95K ﹤0.01%
639,070
-177,678
158
– –
-253,959
159
– –
-330,572
160
– –
-341,880
161
– –
-2,822,590
3 4 5 6
7