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
$6.87B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$47.8M
3
+$43.9M
4
FAF icon
First American
FAF
+$29M
5
CBRE icon
CBRE Group
CBRE
+$24M

Top Sells

1
+$45.1M
2
+$35.7M
3
+$24.7M
4
HSP
HOSPIRA INC
HSP
+$14.7M
5
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$13.9M

Sector Composition

1 Financials 24.26%
2 Industrials 17.22%
3 Communication Services 11.87%
4 Healthcare 11.3%
5 Consumer Discretionary 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$52M 0.76%
494,663
-93,071
52
$51.9M 0.76%
+2,084,240
53
$45.5M 0.66%
114,364
+2,735
54
$44M 0.64%
287,526
+8,579
55
$37.9M 0.55%
1,821,287
+13,910
56
$36.8M 0.54%
2,266,993
+1,315,339
57
$33M 0.48%
4,041,726
+13,025
58
$31.3M 0.46%
1,104,796
+67,240
59
$25.5M 0.37%
780,997
+17,460
60
$25.1M 0.37%
4,379,824
+1,151,588
61
$25M 0.36%
347,360
+7,198
62
$23.9M 0.35%
1,736,771
+293,501
63
$22.1M 0.32%
4,210,583
+1,247,334
64
$21.3M 0.31%
1,362,914
+480,363
65
$20.9M 0.3%
1,724,335
+59,940
66
$20M 0.29%
1,010,323
+273,904
67
$19M 0.28%
9,807
+4,121
68
$18.6M 0.27%
4,524,321
+829,556
69
$18.4M 0.27%
2,076,297
-99,120
70
$17.8M 0.26%
1,376,772
+34,693
71
$17.5M 0.26%
1,771,377
+272,174
72
$17.2M 0.25%
983,209
+306,295
73
$15.4M 0.22%
2,530,962
+777,521
74
$14.7M 0.21%
454,550
-69,380
75
$14.4M 0.21%
329,514
+9,250
1 2
3
4 5