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
$8.51B
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$57.9M
2
+$51.2M
3
+$43.5M
4
NOK icon
Nokia
NOK
+$30.6M
5
OXY icon
Occidental Petroleum
OXY
+$20.5M

Top Sells

1
+$115M
2
+$59M
3
+$42.4M
4
CEB
CEB Inc.
CEB
+$41.2M
5
AXE
Anixter International Inc
AXE
+$39.6M

Sector Composition

1 Financials 21.84%
2 Industrials 14.54%
3 Healthcare 13.69%
4 Communication Services 13.34%
5 Technology 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$63.3M 0.74%
1,577,892
-163,093
52
$62.6M 0.74%
1,304,675
+109,361
53
$60.9M 0.72%
746,789
+710,263
54
$59.6M 0.7%
1,520,958
-175,299
55
$58.5M 0.69%
254,923
-19,607
56
$56.6M 0.67%
1,215,593
+357,644
57
$55.5M 0.65%
800,749
-399,908
58
$54.2M 0.64%
980,913
+68,240
59
$54M 0.63%
1,566,735
+521,765
60
$51.2M 0.6%
+1,238,592
61
$50.3M 0.59%
186,010
+11,162
62
$46.2M 0.54%
358,293
-26,295
63
$42.6M 0.5%
4,371,194
-634,201
64
$41.3M 0.49%
1,049,865
+392,126
65
$40.4M 0.48%
958,925
-562,195
66
$39.6M 0.47%
741,525
-185,974
67
$38.3M 0.45%
1,289,376
-131,573
68
$36.1M 0.42%
312,146
+37,802
69
$35.5M 0.42%
2,371,942
-402,219
70
$34.3M 0.4%
704,179
-104,795
71
$33.9M 0.4%
3,547,741
-159,662
72
$32.6M 0.38%
342,147
-361,436
73
$31.6M 0.37%
6,531,379
-396,573
74
$30.3M 0.36%
609,568
+43,353
75
$29.3M 0.34%
174,481
+7,613
1 2
3
4 5