AI

Ariel Investments Portfolio holdings

AUM $9.35B
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.87B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$47.8M
3
+$43.9M
4
FAF icon
First American
FAF
+$29M
5
CBRE icon
CBRE Group
CBRE
+$24M

Top Sells

1
+$45.1M
2
+$35.7M
3
+$24.7M
4
HSP
HOSPIRA INC
HSP
+$14.7M
5
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$13.9M

Sector Composition

1 Financials 24.26%
2 Industrials 17.22%
3 Communication Services 11.87%
4 Healthcare 11.3%
5 Consumer Discretionary 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$90.5M 1.32%
1,187,080
+143,413
27
$89.2M 1.3%
833,939
-129,566
28
$89M 1.3%
2,911,676
-808,789
29
$88.7M 1.29%
2,860,430
+60,210
30
$86.2M 1.26%
1,031,697
-97,827
31
$84.4M 1.23%
1,573,176
-222,690
32
$84.2M 1.23%
2,585,223
+37,580
33
$84M 1.22%
1,287,907
-23,477
34
$81.3M 1.18%
897,458
+12,493
35
$81M 1.18%
2,115,491
+296,725
36
$80.5M 1.17%
1,028,835
-14,455
37
$77.9M 1.13%
1,432,264
-13,298
38
$77.6M 1.13%
2,543,427
+19,175
39
$76.5M 1.11%
830,225
-54,793
40
$74.8M 1.09%
937,943
+30,605
41
$74.4M 1.08%
571,146
-5,355
42
$73.4M 1.07%
1,452,595
+217,237
43
$71.4M 1.04%
3,599,185
-88,230
44
$70.9M 1.03%
1,286,036
-46,210
45
$68.5M 1%
1,219,488
+295,945
46
$63.5M 0.92%
171,857
-24,592
47
$62M 0.9%
976,808
+251,145
48
$61.6M 0.9%
2,523,849
-245,482
49
$60.5M 0.88%
1,110,148
+181,241
50
$52M 0.76%
808,429
+116,862
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