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
$8.88B
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$81.8M
2
+$39.7M
3
+$38.9M
4
BIDU icon
Baidu
BIDU
+$32M
5
GCI
Gannett Co., Inc
GCI
+$26M

Top Sells

1
+$53.6M
2
+$39.5M
3
+$36.5M
4
ISCA
International Speedway Corp
ISCA
+$36.2M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$30M

Sector Composition

1 Financials 20.93%
2 Industrials 20.24%
3 Healthcare 12.73%
4 Communication Services 10.81%
5 Consumer Discretionary 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$117M 1.32%
1,533,994
-3,467
27
$108M 1.21%
1,564,300
+3,245
28
$108M 1.21%
2,066,476
+137,860
29
$107M 1.2%
3,143,670
-60,870
30
$103M 1.15%
9,389,314
+1,312,055
31
$102M 1.15%
2,309,359
+369,294
32
$101M 1.14%
2,238,789
-232,395
33
$98.9M 1.11%
810,801
-13,525
34
$96.8M 1.09%
1,392,488
-2,581
35
$94.8M 1.07%
1,933,094
-3,314
36
$93.4M 1.05%
1,277,638
-2,970
37
$85.1M 0.96%
1,533,268
-220,545
38
$85M 0.96%
426,991
+160,847
39
$84.7M 0.95%
922,973
-2,150
40
$83.1M 0.94%
435,092
-10,430
41
$81.8M 0.92%
+3,185,615
42
$80.8M 0.91%
1,027,081
-19,195
43
$79.1M 0.89%
833,128
-28,655
44
$77.7M 0.88%
1,609,630
+287,055
45
$76.2M 0.86%
782,026
+124,952
46
$75.9M 0.86%
585,261
-1,150
47
$75.9M 0.85%
2,584,126
+94,970
48
$74.5M 0.84%
1,152,947
+97,120
49
$73.1M 0.82%
614,962
+100,638
50
$60.6M 0.68%
813,638
-48,690
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