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
1
$282M 3.64%
10,395,183
+990,716
2
$274M 3.53%
4,074,155
+1,017,474
3
$246M 3.17%
4,852,010
-199,358
4
$219M 2.83%
13,649,596
-308,385
5
$218M 2.81%
1,726,379
-193,707
6
$200M 2.58%
6,318,678
+259,418
7
$180M 2.32%
11,600,842
-1,272,986
8
$180M 2.32%
1,813,476
+263,876
9
$173M 2.24%
9,461,460
-2,519,947
10
$163M 2.1%
3,938,655
+2,520,746
11
$152M 1.96%
2,010,960
+24
12
$146M 1.88%
10,033,781
-5,787,455
13
$141M 1.82%
1,617,336
+351,208
14
$133M 1.72%
5,962,320
+84,750
15
$132M 1.71%
1,488,256
+34,294
16
$130M 1.68%
3,776,919
+3,835
17
$127M 1.63%
2,433,369
-697,440
18
$125M 1.61%
1,032,207
+2,030
19
$125M 1.61%
3,748,952
+808,900
20
$124M 1.6%
2,621,540
-186,387
21
$121M 1.56%
1,067,226
+83,774
22
$119M 1.54%
1,996,270
+45,613
23
$119M 1.53%
3,998,936
-345,995
24
$105M 1.36%
1,078,779
+303,124
25
$103M 1.33%
1,513,079
+8,045
1
2 3 4 5