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
$9.85B
AUM Growth
+$740M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$94.1M
2
+$87.3M
3
+$57.3M
4
BIDU icon
Baidu
BIDU
+$28.8M
5
EQC
Equity Commonwealth
EQC
+$22.6M

Top Sells

1
+$128M
2
+$113M
3
+$69.3M
4
BAP icon
Credicorp
BAP
+$55.7M
5
SNA icon
Snap-on
SNA
+$48M

Sector Composition

1 Financials 18.62%
2 Communication Services 16.28%
3 Industrials 15.84%
4 Consumer Discretionary 15.72%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$68.6M 0.7%
544,070
-8,607
52
$67.8M 0.69%
1,913,143
-164,656
53
$63.9M 0.65%
888,053
-49,492
54
$58.6M 0.6%
644,701
-5,571
55
$56.8M 0.58%
789,666
-9,868
56
$55.5M 0.56%
625,824
-15,384
57
$52.2M 0.53%
833,443
-43,230
58
$51.6M 0.52%
847,509
+364,008
59
$49.2M 0.5%
6,393,261
+421,609
60
$47.6M 0.48%
199,676
-5,723
61
$47.6M 0.48%
633,366
+88,866
62
$45.7M 0.46%
358,506
-35,846
63
$45.6M 0.46%
981,829
-2,431,601
64
$44.6M 0.45%
742,622
+42,658
65
$40.2M 0.41%
793,579
-42,718
66
$39.3M 0.4%
229,448
-587
67
$38.4M 0.39%
286,789
+6,036
68
$32.8M 0.33%
878,213
-371,579
69
$29.7M 0.3%
3,903,899
+1,150,695
70
$27.1M 0.28%
352,539
-286,691
71
$26M 0.26%
3,632,025
+889,221
72
$23.9M 0.24%
464,379
+133,774
73
$22M 0.22%
+90,190
74
$21.6M 0.22%
513,478
+36,918
75
$21.2M 0.22%
1,014,769
-3,507
1 2
3
4 5