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
$8.92B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$78.2M
3
+$66.1M
4
LAZ icon
Lazard
LAZ
+$47.7M
5
VZ icon
Verizon
VZ
+$31.5M

Top Sells

1
+$162M
2
+$142M
3
+$71.8M
4
FICO icon
Fair Isaac
FICO
+$38.9M
5
WU icon
Western Union
WU
+$34.8M

Sector Composition

1 Financials 20.84%
2 Industrials 20.13%
3 Healthcare 12.15%
4 Communication Services 11.08%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$55.5M 0.62%
266,144
+95,176
52
$51.8M 0.58%
1,358,066
-290,484
53
$48.5M 0.54%
997,040
+648,076
54
$48.2M 0.54%
835,946
+8
55
$44.7M 0.5%
114,791
+3,768
56
$42.5M 0.48%
2,040,918
-502,995
57
$42M 0.47%
1,013,471
-441,638
58
$41.3M 0.46%
6,912,579
+401,262
59
$39.7M 0.44%
515,958
+129,450
60
$37.9M 0.42%
467,598
+7,792
61
$37.4M 0.42%
28,749
+6,202
62
$36M 0.4%
1,472,900
+72,795
63
$34.5M 0.39%
1,247,233
+227,753
64
$32.7M 0.37%
4,311,672
+483,496
65
$32.6M 0.37%
370,679
+250,270
66
$32.4M 0.36%
245,214
-106,926
67
$32.4M 0.36%
427,246
-1,975
68
$32.4M 0.36%
4,255,507
+405,838
69
$31.9M 0.36%
351,865
-1,174
70
$31.5M 0.35%
417,871
+208,349
71
$30M 0.34%
693,819
+95,546
72
$30M 0.34%
4,456,837
+779,855
73
$27M 0.3%
1,298,389
+24,450
74
$26.9M 0.3%
42,371
-20,468
75
$26M 0.29%
1,474,158
-451,222
1 2
3
4 5