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
$8.47B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$38.7M
3
+$28.6M
4
MAT icon
Mattel
MAT
+$18.9M
5
AFH
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
+$17.7M

Top Sells

1
+$64.3M
2
+$56.1M
3
+$50.2M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$39.2M
5
BRC icon
Brady Corp
BRC
+$33.9M

Sector Composition

1 Financials 21.83%
2 Industrials 16.26%
3 Communication Services 12.92%
4 Technology 12.22%
5 Healthcare 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$117M 1.38%
684,163
+22,632
27
$117M 1.38%
1,163,440
+128,135
28
$115M 1.36%
1,036,078
-226,940
29
$113M 1.34%
1,584,199
+51,671
30
$113M 1.33%
3,247,538
-22,026
31
$111M 1.31%
965,758
-42,980
32
$106M 1.25%
2,830,048
-902,995
33
$104M 1.22%
1,752,372
-60,928
34
$102M 1.2%
1,791,564
+115,650
35
$100M 1.18%
870,359
+11,810
36
$95.1M 1.12%
1,117,699
-90,075
37
$94.4M 1.11%
777,739
+6,893
38
$92.4M 1.09%
754,329
-46,403
39
$87.3M 1.03%
6,579,350
-805,288
40
$86.4M 1.02%
1,052,646
-3,334
41
$83.3M 0.98%
1,903,201
-557,603
42
$80.2M 0.95%
876,515
+423,341
43
$78.4M 0.92%
640,469
-28,254
44
$76.4M 0.9%
1,200,657
-3,769
45
$76.3M 0.9%
467,962
+52,300
46
$69.1M 0.82%
1,991,082
+95,350
47
$69.1M 0.82%
455,005
-139,029
48
$68.6M 0.81%
174,848
-16,930
49
$68.3M 0.81%
2,188,443
+3,867
50
$68.2M 0.81%
483,526
-42,617
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