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
$9.85B
AUM Growth
+$740M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$94.1M
2
+$87.3M
3
+$57.3M
4
BIDU icon
Baidu
BIDU
+$28.8M
5
EQC
Equity Commonwealth
EQC
+$22.6M

Top Sells

1
+$128M
2
+$113M
3
+$69.3M
4
BAP icon
Credicorp
BAP
+$55.7M
5
SNA icon
Snap-on
SNA
+$48M

Sector Composition

1 Financials 18.62%
2 Communication Services 16.28%
3 Industrials 15.84%
4 Consumer Discretionary 15.72%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$151M 1.53%
6,029,652
+904,535
27
$149M 1.52%
16,002,826
-1,034,143
28
$143M 1.45%
1,052,582
-410,911
29
$142M 1.44%
8,400,479
+1,251,269
30
$140M 1.42%
3,645,999
-514,591
31
$139M 1.41%
637,762
-12,736
32
$138M 1.4%
2,782,081
-384,173
33
$135M 1.37%
3,809,879
-476,072
34
$133M 1.35%
3,383,676
+1,453,786
35
$132M 1.34%
1,311,879
+935,076
36
$127M 1.29%
495,626
+18,508
37
$118M 1.2%
517,378
-210,108
38
$108M 1.1%
2,017,582
-131,767
39
$106M 1.07%
599,323
-159,643
40
$102M 1.04%
644,853
-92,177
41
$101M 1.03%
1,178,750
-1,495,360
42
$100M 1.02%
1,301,336
-181,044
43
$93.1M 0.95%
271,237
-14,902
44
$87.3M 0.89%
+2,926,392
45
$85.3M 0.87%
6,969,777
-166,703
46
$85.3M 0.87%
5,193,594
+924,211
47
$84.9M 0.86%
3,611,582
+18,591
48
$83.2M 0.84%
1,782,617
+60
49
$81.9M 0.83%
372,091
-12,346
50
$73.6M 0.75%
884,406
-226,576
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