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
$8.88B
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$81.8M
2
+$39.7M
3
+$38.9M
4
BIDU icon
Baidu
BIDU
+$32M
5
GCI
Gannett Co., Inc
GCI
+$26M

Top Sells

1
+$53.6M
2
+$39.5M
3
+$36.5M
4
ISCA
International Speedway Corp
ISCA
+$36.2M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$30M

Sector Composition

1 Financials 20.93%
2 Industrials 20.24%
3 Healthcare 12.73%
4 Communication Services 10.81%
5 Consumer Discretionary 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$59.9M 0.67%
1,285,164
+288,124
52
$56.9M 0.64%
1,358,978
+946,393
53
$55.3M 0.62%
4,506,195
+136,648
54
$54.8M 0.62%
603,693
-401,965
55
$50.6M 0.57%
971,542
+135,596
56
$45.7M 0.51%
113,513
-1,278
57
$45M 0.51%
1,123,110
-234,956
58
$44.9M 0.51%
6,551,680
+2,240,008
59
$42.1M 0.47%
1,646,420
-394,498
60
$42.1M 0.47%
580,555
+64,597
61
$40.8M 0.46%
29,782
+1,033
62
$40.4M 0.46%
504,478
+86,607
63
$39.6M 0.45%
5,860,038
-1,052,541
64
$38.5M 0.43%
346,470
-5,395
65
$38.4M 0.43%
1,306,388
+59,155
66
$36.5M 0.41%
1,054,493
+41,022
67
$36.4M 0.41%
1,775,381
+302,481
68
$36.2M 0.41%
466,168
-1,430
69
$34M 0.38%
370,204
-475
70
$33.7M 0.38%
4,218,914
-36,593
71
$32.7M 0.37%
416,281
-10,965
72
$31.5M 0.35%
1,256,294
-42,095
73
$30.8M 0.35%
244,601
-613
74
$29.1M 0.33%
5,374,217
+917,380
75
$28.8M 0.32%
449,969
+50,572
1 2
3
4 5