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ARES

Financials

Ares Management Corporation

Asset Management & Custody Banks

14-Day MFI Score

32.4

Signal Status

BUY

Signal strength 52% — conviction of the current signal (0–100)

Money Flow Index (14D)

32.4 / 100

Momentum Inflow

Relative Strength vs SPY

-10.7%

20-Day Trend Momentum

Volume Z-Score

-0.57

Volume vs 20-day average (−3σ … +3σ) · normal range

28-Yr Backtest Rank

Top 71.5%

Deterministic Historical Percentile

Daily Bars — ARES

Latest 13F Institutional Positions

Institutional FilerCIKShares HeldQuarterly Shift
Fosun International Ltd000144788435,720,000+27.0%
SUMITOMO MITSUI FINANCIAL GROUP, INC.000102283713,364,7400.0%
LRI Investments, LLC00020233252,342,199-2.1%
Vulcan Value Partners, LLC00015567851,691,176-0.3%
Curated Wealth Partners LLC00017812841,468,535+3.5%

Top-5 holders by shares held, latest 13F snapshot (Δshares disclosed per filing). Quarterly shift = % change in position.

Qualitative Tear Sheet

Tear sheet can be requested from our qualitative research AdCho.com

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