AI

Ariel Investments Portfolio holdings

AUM $8.82B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.18B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$31.1M
3
+$27.9M
4
GILD icon
Gilead Sciences
GILD
+$20M
5
GSK icon
GSK
GSK
+$17.5M

Top Sells

1
+$90.5M
2
+$63M
3
+$56M
4
HSP
HOSPIRA INC
HSP
+$51.2M
5
IPG icon
Interpublic Group of Companies
IPG
+$31.1M

Sector Composition

1 Financials 22.95%
2 Industrials 15.95%
3 Healthcare 12.05%
4 Communication Services 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$58.5M 0.71%
1,402,231
+384,988
52
$54.7M 0.67%
522,727
+155,809
53
$53M 0.65%
638,734
+241,461
54
$52.9M 0.65%
791,018
+261,298
55
$45.9M 0.56%
5,182,795
-34,155
56
$44.9M 0.55%
555,536
-286,200
57
$43.1M 0.53%
104,995
+3,394
58
$43M 0.53%
307,652
-3,623
59
$42.3M 0.52%
2,506,030
+225,244
60
$39.2M 0.48%
90,267
-5,826
61
$38.7M 0.47%
458,223
+263
62
$37.2M 0.45%
5,639,168
+49,650
63
$37.1M 0.45%
345,686
+113,216
64
$37M 0.45%
3,801,455
-32,780
65
$33.3M 0.41%
2,362,896
+253,476
66
$32.6M 0.4%
312,907
-91,936
67
$31.7M 0.39%
1,225,132
-489,765
68
$31.6M 0.39%
17,950
+2,754
69
$31.4M 0.38%
1,113,533
+35,640
70
$30.4M 0.37%
1,871,968
+59,676
71
$30M 0.37%
2,405,127
-1,775
72
$28.2M 0.35%
343,081
-230,032
73
$28.1M 0.34%
340,891
+44,304
74
$25.3M 0.31%
2,071,996
+387,501
75
$25.2M 0.31%
1,252,295
+546,058
1 2
3
4 5