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
$8.76B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$64.4M
2
+$40.4M
3
+$27.3M
4
NLSN
Nielsen Holdings plc
NLSN
+$20.4M
5
TGNA icon
TEGNA Inc
TGNA
+$16.1M

Top Sells

1
+$39.5M
2
+$24.7M
3
+$21.2M
4
AFL icon
Aflac
AFL
+$17.2M
5
LAZ icon
Lazard
LAZ
+$15M

Sector Composition

1 Financials 21.51%
2 Industrials 13.85%
3 Communication Services 13.03%
4 Technology 12.13%
5 Healthcare 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$67.4M 0.77%
1,510,115
-22,921
52
$64.4M 0.74%
+1,626,373
53
$63.8M 0.73%
1,114,682
-53,892
54
$62.8M 0.72%
251,129
-16,391
55
$61.7M 0.7%
405,638
-6,124
56
$61.1M 0.7%
355,472
+46,180
57
$59.3M 0.68%
1,102,033
+272,075
58
$57.1M 0.65%
937,052
-9,821
59
$53.3M 0.61%
850,845
-10,964
60
$53.2M 0.61%
491,822
-2,278
61
$52.4M 0.6%
1,144,959
-10,432
62
$50.9M 0.58%
514,177
+46,810
63
$50M 0.57%
1,033,310
-269,792
64
$49.6M 0.57%
213,672
-588
65
$46.5M 0.53%
973,197
+171,131
66
$46M 0.52%
220,851
-37,069
67
$45.9M 0.52%
1,038,279
-39,324
68
$45.3M 0.52%
267,277
-5,436
69
$44.6M 0.51%
423,713
-430
70
$44.6M 0.51%
867,556
-12,643
71
$42.7M 0.49%
226,825
-7,688
72
$40.4M 0.46%
+689,586
73
$38.3M 0.44%
858,043
-26,714
74
$37.5M 0.43%
576,828
-7,531
75
$34.4M 0.39%
618,766
+73,700
1 2
3
4 5