AI

Ariel Investments Portfolio holdings

AUM $9.26B
1-Year Est. Return 21.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.69%
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
+$69.6M
2
+$55M
3
+$38.3M
4
LFUS icon
Littelfuse
LFUS
+$37.6M
5
MHK icon
Mohawk Industries
MHK
+$36.7M

Top Sells

1
+$53.9M
2
+$47.6M
3
+$33.7M
4
CRL icon
Charles River Laboratories
CRL
+$33.3M
5
ZBRA icon
Zebra Technologies
ZBRA
+$32.4M

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
– –
-330,572
159
– –
-2,822,590
160
– –
-253,959
161
– –
-341,880
3 4 5 6
7