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
$8.18B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$31.1M
3
+$27.9M
4
GILD icon
Gilead Sciences
GILD
+$20M
5
GSK icon
GSK
GSK
+$17.5M

Top Sells

1
+$90.5M
2
+$63M
3
+$56M
4
HSP
HOSPIRA INC
HSP
+$51.2M
5
IPG icon
Interpublic Group of Companies
IPG
+$31.1M

Sector Composition

1 Financials 22.95%
2 Industrials 15.95%
3 Healthcare 12.05%
4 Communication Services 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$101M 1.24%
2,096,205
-111,155
27
$101M 1.23%
1,743,346
+53,840
28
$97.2M 1.19%
3,255,382
-69,912
29
$96.6M 1.18%
1,505,034
+1,593
30
$94.8M 1.16%
1,394,888
-254,719
31
$90.6M 1.11%
821,894
-54,958
32
$88M 1.08%
2,826,104
-164,132
33
$85.7M 1.05%
2,355,891
-196,100
34
$85.3M 1.04%
852,762
-290,662
35
$84.5M 1.03%
1,220,316
-184,236
36
$83.9M 1.03%
1,177,844
-48,749
37
$79.8M 0.98%
911,635
-216,536
38
$79M 0.97%
1,270,754
+4,394
39
$78.2M 0.96%
775,655
-205,401
40
$78.1M 0.96%
1,405,561
-510,875
41
$76.9M 0.94%
827,499
-104,840
42
$75.6M 0.92%
1,799,902
+175,332
43
$72.8M 0.89%
1,312,318
-1,631,610
44
$68.8M 0.84%
793,081
-21,088
45
$65.6M 0.8%
+1,417,909
46
$64.8M 0.79%
956,091
-21,487
47
$64.1M 0.78%
1,874,785
+298,782
48
$63.4M 0.77%
536,928
-19,166
49
$61.6M 0.75%
445,382
-58,150
50
$60.3M 0.74%
1,836,480
+3,933
1
2
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