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    Ariel Appreciation Institutional (CAAIX)

    50.13 Up 0.05(0.10%) Feb 24

    Holdings as of Dec 30, 2016Get Holdings for:
    Overall Portfolio Composition (%) 
    Cash:2.43
    Stocks:97.57
    Bonds:0.00
    Other:0.00
    Top 10 Holdings (39.42% of Total Assets) 
    CompanySymbol% AssetsYTD Return %
    Northern Trust CorporationNTRS4.34N/A
    Laboratory Corporation of AmeriLH4.30N/A
    AFLAC IncorporatedAFL4.29N/A
    Zimmer Biomet Holdings, Inc.ZBH4.08N/A
    Lazard LTD. Lazard, LTD. Class LAZ3.98N/A
    Stanley Black & Decker, Inc.SWK3.97N/A
    Interpublic Group of Companies,IPG3.82N/A
    Omnicom Group Inc.OMC3.63N/A
    First American Corporation (NewFAF3.52N/A
    Illinois Tool Works Inc.ITW3.49N/A
    Get Quotes for Top 10 Holdings
    Equity Holdings 
    AveragesCAAIXCategory Avg
    Price/Earnings15.3119.82
    Price/Book2.162.31
    Price/Sales1.301.38
    Price/Cashflow8.999.59
    Median Market Cap10.53K7.19K
    3 Year Earnings Growth3.41%13.25%
    Sector Weightings (%)  
    Sector CAAIXCategory Avg
    Basic Materials0.005.86
    Consumer Cyclical
     
    26.3115.24
    Financial Services
     
    31.8516.67
    Realestate
     
    2.867.74
    Consumer Defensive
     
    3.294.93
    Healthcare
     
    12.778.61
    Utilities0.003.57
    Communication Services0.001.47
    Energy
     
    5.295.36
    Industrials
     
    15.8716.20
    Technology
     
    1.7614.35
    Bond Ratings (%)  
    SectorCAAIXCategory Avg
    US GOVERNMENTN/AN/A
    AAAN/AN/A
    AAN/AN/A
    AN/AN/A
    BBBN/AN/A
    BBN/AN/A
    BN/AN/A
    BELOW BN/AN/A
    OTHERN/AN/A
    Bond Holdings 
    AveragesCAAIXCategory Avg
    MaturityN/AN/A
    DurationN/AN/A
    Credit QualityN/AN/A