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
$11.9B
AUM Growth
+$927M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$96.4M
3
+$79.1M
4
PARA
Paramount Global Class B
PARA
+$66.1M
5
MANU icon
Manchester United
MANU
+$62M

Top Sells

1
+$104M
2
+$41.7M
3
+$36.6M
4
FAF icon
First American
FAF
+$31.6M
5
MSFT icon
Microsoft
MSFT
+$28.7M

Sector Composition

1 Financials 21.26%
2 Industrials 17.88%
3 Communication Services 16.05%
4 Consumer Discretionary 11.82%
5 Healthcare 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$77M 0.65%
3,127,727
+1,065,107
52
$67.7M 0.57%
179,647
-3,558
53
$67.5M 0.57%
802,416
-111,109
54
$66.9M 0.56%
354,815
+57,734
55
$66M 0.56%
2,826,377
-648,783
56
$63.5M 0.53%
847,902
-68,233
57
$57.8M 0.49%
763,725
-35,352
58
$56.8M 0.48%
487,105
+13,643
59
$55.3M 0.47%
1,074,915
-3,276
60
$53.1M 0.45%
1,080,834
+16,986
61
$52.4M 0.44%
2,023,638
+523,577
62
$50.4M 0.42%
655,257
+143,596
63
$50M 0.42%
84,055
-1,813
64
$49.8M 0.42%
403,593
+30,368
65
$49.3M 0.42%
150,387
-111,475
66
$49.3M 0.42%
790,705
-62,684
67
$45.4M 0.38%
619,294
-4,310
68
$43.2M 0.36%
830,572
-69,574
69
$42.6M 0.36%
463,378
-39,244
70
$42.1M 0.36%
55,750
+3,810
71
$37.6M 0.32%
288,366
-29,823
72
$35.9M 0.3%
775,547
+6,833
73
$34.3M 0.29%
1,652,483
+389,870
74
$32.7M 0.28%
166,303
+3,187
75
$32.4M 0.27%
601,800
+11,578
1 2
3
4 5