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
$6.89B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$47.5M
2
+$35.4M
3
+$34.7M
4
MHK icon
Mohawk Industries
MHK
+$32.2M
5
BCO icon
Brink's
BCO
+$24.3M

Top Sells

1
+$55.5M
2
+$37.4M
3
+$30.4M
4
SWK icon
Stanley Black & Decker
SWK
+$24.6M
5
ZBRA icon
Zebra Technologies
ZBRA
+$21.6M

Sector Composition

1 Financials 19.98%
2 Communication Services 15.61%
3 Healthcare 13.51%
4 Industrials 13.41%
5 Technology 12.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$361M 5.24%
2,848,886
+111,153
2
$343M 4.97%
4,567,625
+130,653
3
$331M 4.81%
1,575,309
-65,062
4
$201M 2.92%
17,214,626
-473,367
5
$186M 2.71%
2,957,272
+41,682
6
$182M 2.64%
5,502,144
+105,145
7
$180M 2.61%
3,529,260
+365,666
8
$172M 2.5%
5,938,680
+124,051
9
$170M 2.47%
6,890,489
+746,104
10
$165M 2.39%
2,603,713
+751,198
11
$160M 2.32%
9,582,510
+555,426
12
$151M 2.2%
710,706
-38,851
13
$148M 2.15%
1,005,418
+29,875
14
$138M 2.01%
1,771,302
-37,801
15
$131M 1.9%
810,018
-57,672
16
$130M 1.88%
870,434
-38,546
17
$122M 1.78%
3,564,315
-1,088,713
18
$117M 1.7%
1,010,509
-65,819
19
$114M 1.66%
4,073,054
-1,980,517
20
$113M 1.64%
2,190,988
+673,891
21
$111M 1.61%
490,342
-134,264
22
$110M 1.6%
1,128,058
+329,561
23
$109M 1.59%
1,597,626
+517,319
24
$107M 1.56%
7,579,519
-36,185
25
$95.4M 1.39%
9,971,664
+694,327
1
2 3 4 5