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
$8.88B
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$81.8M
2
+$39.7M
3
+$38.9M
4
BIDU icon
Baidu
BIDU
+$32M
5
GCI
Gannett Co., Inc
GCI
+$26M

Top Sells

1
+$53.6M
2
+$39.5M
3
+$36.5M
4
ISCA
International Speedway Corp
ISCA
+$36.2M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$30M

Sector Composition

1 Financials 20.93%
2 Industrials 20.24%
3 Healthcare 12.73%
4 Communication Services 10.81%
5 Consumer Discretionary 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27.4M 0.31%
630,815
+108,558
77
$27M 0.3%
237,089
+29,572
78
$26M 0.29%
+1,860,084
79
$25.6M 0.29%
39,430
-2,941
80
$25.3M 0.29%
2,367,504
+69,820
81
$24.2M 0.27%
2,758,869
+683,292
82
$23.1M 0.26%
5,691,505
-770,190
83
$23.1M 0.26%
1,412,030
-62,128
84
$22.6M 0.25%
1,590,991
+75,772
85
$21.9M 0.25%
3,472,857
-57,761
86
$21.7M 0.24%
2,669,666
-21,200
87
$21.5M 0.24%
2,998,052
-18,295
88
$21.5M 0.24%
1,060,098
+69,924
89
$21M 0.24%
111,118
+24,314
90
$20.8M 0.23%
1,441,871
-340,793
91
$20.6M 0.23%
1,988,916
+329,029
92
$20.2M 0.23%
233,812
+24,512
93
$19.9M 0.22%
501,215
-57,001
94
$19.3M 0.22%
483,439
-8,065
95
$18.2M 0.2%
3,973,486
-27,285
96
$17.4M 0.2%
123,831
+59,744
97
$17M 0.19%
581,858
-232,803
98
$16.6M 0.19%
1,158,146
-10,627
99
$16.3M 0.18%
1,631,890
+214,345
100
$15.9M 0.18%
298,351
-4,970
2 3
4
5 6