AI

Ariel Investments Portfolio holdings

AUM $8.82B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.18B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$31.1M
3
+$27.9M
4
GILD icon
Gilead Sciences
GILD
+$20M
5
GSK icon
GSK
GSK
+$17.5M

Top Sells

1
+$90.5M
2
+$63M
3
+$56M
4
HSP
HOSPIRA INC
HSP
+$51.2M
5
IPG icon
Interpublic Group of Companies
IPG
+$31.1M

Sector Composition

1 Financials 22.95%
2 Industrials 15.95%
3 Healthcare 12.05%
4 Communication Services 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24.6M 0.3%
3,035,656
+231,280
77
$22.2M 0.27%
1,252,726
+374,245
78
$21.2M 0.26%
1,298,190
-73,503
79
$21M 0.26%
6,098,202
+336,615
80
$20.7M 0.25%
352,928
+57,769
81
$20.3M 0.25%
108,698
+41,261
82
$19.9M 0.24%
1,172,248
+95,478
83
$19.8M 0.24%
2,600,852
-300
84
$19.4M 0.24%
1,031,034
-1,239,031
85
$18.1M 0.22%
372,583
+53,487
86
$18.1M 0.22%
1,424,608
+295,208
87
$17M 0.21%
3,740,779
-75
88
$16.9M 0.21%
1,323,726
+153,983
89
$16.6M 0.2%
447,377
-60,396
90
$16.2M 0.2%
706,807
+103,026
91
$16.1M 0.2%
396,036
+16,667
92
$15.4M 0.19%
2,031,903
+671,529
93
$15.1M 0.18%
1,813,164
-1,267,284
94
$15M 0.18%
1,290,497
-305,875
95
$14.8M 0.18%
301,685
-6,255
96
$14.8M 0.18%
1,085,544
+160,006
97
$14.6M 0.18%
336,533
+116,300
98
$14.4M 0.18%
494,928
-10,870
99
$13.9M 0.17%
328,341
-1,322,388
100
$13.6M 0.17%
2,978,045
-661,710
2 3
4
5 6