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
$6.87B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$47.8M
3
+$43.9M
4
FAF icon
First American
FAF
+$29M
5
CBRE icon
CBRE Group
CBRE
+$24M

Top Sells

1
+$45.1M
2
+$35.7M
3
+$24.7M
4
HSP
HOSPIRA INC
HSP
+$14.7M
5
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$13.9M

Sector Composition

1 Financials 24.26%
2 Industrials 17.22%
3 Communication Services 11.87%
4 Healthcare 11.3%
5 Consumer Discretionary 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.8M 0.2%
415,887
+140,463
77
$13.4M 0.2%
192,672
-4,605
78
$13.4M 0.2%
234,087
+7,755
79
$13.4M 0.19%
625,353
+20,750
80
$13.2M 0.19%
466,599
+32,765
81
$12.9M 0.19%
337,683
+11,120
82
$12.7M 0.19%
+1,489,906
83
$12.2M 0.18%
158,782
-97,921
84
$12M 0.17%
318,622
-28,598
85
$12M 0.17%
979,575
+381,076
86
$11.9M 0.17%
2,379,427
+322,524
87
$11.1M 0.16%
127,576
+32,189
88
$11M 0.16%
1,967,145
+272,195
89
$10.3M 0.15%
2,254,864
-15,643
90
$10.1M 0.15%
2,378,963
+341,067
91
$9.46M 0.14%
612,265
-50,806
92
$9.45M 0.14%
1,309,133
+218,998
93
$9.15M 0.13%
51,674
+17,625
94
$8.94M 0.13%
1,531,334
+939,565
95
$8.66M 0.13%
123,005
96
$8.64M 0.13%
1,213,905
+199,785
97
$8.28M 0.12%
755,379
+86,937
98
$8.21M 0.12%
454,866
+76,620
99
$8.2M 0.12%
1,556,169
+280,230
100
$8.1M 0.12%
699,026
+509,734
2 3
4
5 6