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
$8.47B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$38.7M
3
+$28.6M
4
MAT icon
Mattel
MAT
+$18.9M
5
AFH
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
+$17.7M

Top Sells

1
+$64.3M
2
+$56.1M
3
+$50.2M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$39.2M
5
BRC icon
Brady Corp
BRC
+$33.9M

Sector Composition

1 Financials 21.83%
2 Industrials 16.26%
3 Communication Services 12.92%
4 Technology 12.22%
5 Healthcare 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$67.8M 0.8%
1,195,314
-690,917
52
$65.2M 0.77%
1,740,985
+29,694
53
$63.4M 0.75%
1,316,917
+30,759
54
$61.5M 0.73%
830,330
+32,860
55
$60.2M 0.71%
1,696,257
-5,137
56
$60.2M 0.71%
1,521,120
-296,296
57
$54.8M 0.65%
274,530
-1,117
58
$54.5M 0.64%
703,583
-2,333
59
$50M 0.59%
409,202
-917
60
$47.9M 0.56%
912,673
+150,125
61
$45.9M 0.54%
384,588
-8,841
62
$44.6M 0.53%
5,005,395
-346,222
63
$43.2M 0.51%
808,974
+26,165
64
$43M 0.51%
2,774,161
-256,704
65
$41.1M 0.49%
857,949
-273,908
66
$38.4M 0.45%
1,420,949
-693
67
$38.3M 0.45%
927,499
-201,083
68
$34.8M 0.41%
3,727,380
-97,379
69
$34.2M 0.4%
371,880
-33,104
70
$33.7M 0.4%
6,927,952
-259,811
71
$32.9M 0.39%
274,344
+11,720
72
$32.5M 0.38%
1,044,970
-7,391
73
$32.1M 0.38%
530,057
+94,690
74
$30.7M 0.36%
3,707,403
+742,668
75
$28.6M 0.34%
3,476,882
-244,587
1 2
3
4 5