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
$8.05B
AUM Growth
+$874M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1 +$46.7M
2 +$30.6M
3 +$23.9M
4
LAZ icon
Lazard
LAZ
+$21.7M
5
SRCL
Stericycle Inc
SRCL
+$18.9M

Top Sells

1 +$66.3M
2 +$61.4M
3 +$29.2M
4
ZBRA icon
Zebra Technologies
ZBRA
+$26.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.8M

Sector Composition

1 Financials 18.19%
2 Industrials 14.31%
3 Technology 13.81%
4 Communication Services 12.88%
5 Healthcare 11.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$407K 0.01%
78,850
152
$369K ﹤0.01%
8,104
-1,218
153
$152K ﹤0.01%
22,333
154
$126K ﹤0.01%
628,769
-10,301
155
-118,378
156
-31,678
157
-18,873
158
-17,986
159
-69,469
160
-141,155