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Ariel Investments Portfolio holdings
AUM
$8.93B
1-Year Est. Return
29.58%
This Fund
S&P 500
This Quarter
Est. Return
+2.88%
1 Year Est. Return
+29.58%
3 Year Est. Return
+55.43%
5 Year Est. Return
+58.61%
10 Year Est. Return
+236.09%
AUM
$6.12B
AUM Growth
–
Cap. Flow
+$6.06B
Cap. Flow
% of AUM
99.02%
Top 10 Holdings %
Top 10 Hldgs %
30.36%
Holding
148
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
IPG
Interpublic Group of Companies
IPG
|
+$233M |
| 2 |
Lazard
LAZ
|
+$230M |
| 3 |
First American
FAF
|
+$213M |
| 4 |
ISCA
International Speedway Corp
ISCA
|
+$179M |
| 5 |
Jones Lang LaSalle
JLL
|
+$175M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 25.02% |
| 2 | Industrials | 17.42% |
| 3 | Communication Services | 12.37% |
| 4 | Healthcare | 11.85% |
| 5 | Consumer Discretionary | 11.03% |
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Ariel Investments's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Ariel Investments, which disclosed 148 positions worth $6.12B. Its ten largest holdings account for 30% of the portfolio.
Its largest position is Interpublic Group of Companies: 16,559,506 shares worth $241M.
By sector, the portfolio is most concentrated in Financials at 25% of assets, followed by Industrials and Communication Services.
- Ariel Investments's largest Q2 2013 buy was Interpublic Group of Companies: 16,559,506 shares worth $241M.
- Ariel Investments's ten largest holdings make up 30% of its $6.12B portfolio in Q2 2013.
- Ariel Investments disclosed 148 positions in Q2 2013, its first 13F filing on record.
Based on Ariel Investments's 13F filing for Q2 2013, filed 13 Aug 2013.