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
$7.75B
AUM Growth
-$429M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$68.4M
3
+$31.9M
4
LH icon
Labcorp
LH
+$30.7M
5
ZBH icon
Zimmer Biomet
ZBH
+$29.6M

Top Sells

1
+$210M
2
+$116M
3
+$84.1M
4
IPG icon
Interpublic Group of Companies
IPG
+$46.2M
5
SMA
SYMMETRY MEDICAL INC
SMA
+$45.9M

Sector Composition

1 Financials 23.21%
2 Industrials 18.78%
3 Healthcare 13.19%
4 Communication Services 10.18%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.6M 0.02%
171,225
+200
177
$1.54M 0.02%
+42,950
178
$1.05M 0.01%
14,256
+344
179
$979K 0.01%
+9,627
180
$976K 0.01%
72,154
181
$954K 0.01%
11,731
+284
182
$929K 0.01%
7,537
+185
183
$762K 0.01%
11,500
-4,415
184
$654K 0.01%
5,221
+164
185
$481K 0.01%
+5,492
186
$154K ﹤0.01%
26,867
187
– –
-1,557,371
188
– –
-42,448
189
– –
-25,650
190
– –
-164,475
191
– –
-5,182,795
192
– –
-552,106
4 5 6 7
8