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

Top Buys

1
+$48.3M
2
+$26.9M
3
+$22.6M
4
KMX icon
CarMax
KMX
+$21.1M
5
BIDU icon
Baidu
BIDU
+$17.9M

Top Sells

1
+$59M
2
+$53.7M
3
+$27.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.2M
5
ZBRA icon
Zebra Technologies
ZBRA
+$24.1M

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
– –
-31,678
156
– –
-18,873
157
– –
-17,986
158
– –
-118,378
159
– –
-69,469
160
– –
-141,155
3 4 5 6
7