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
$8.03B
AUM Growth
-$850M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$49.4M
3
+$46.4M
4
MEG
Media General, Inc
MEG
+$37.9M
5
TGNA icon
TEGNA Inc
TGNA
+$37.2M

Top Sells

1
+$29.3M
2
+$28.5M
3
+$16.5M
4
CBRE icon
CBRE Group
CBRE
+$15.1M
5
NWL icon
Newell Brands
NWL
+$13.8M

Sector Composition

1 Financials 20.65%
2 Industrials 18.34%
3 Healthcare 13.12%
4 Communication Services 12.49%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27.2M 0.34%
1,849,547
-10,537
77
$27.1M 0.34%
455,214
+5,245
78
$26.3M 0.33%
263,972
+26,883
79
$25.9M 0.32%
2,183,335
+194,419
80
$23.1M 0.29%
324,320
-91,961
81
$22.2M 0.28%
5,415,862
+41,645
82
$21.8M 0.27%
969,357
-286,937
83
$21.2M 0.26%
3,450,133
-22,724
84
$19.8M 0.25%
1,084,113
+24,015
85
$19.5M 0.24%
27,021
-2,761
86
$18.6M 0.23%
3,098,377
+100,325
87
$18.6M 0.23%
3,052,041
+382,375
88
$18.6M 0.23%
269,007
+35,195
89
$18.4M 0.23%
479,594
-3,845
90
$18.2M 0.23%
1,773,374
+182,383
91
$18.2M 0.23%
1,285,080
-126,950
92
$17.8M 0.22%
3,184,848
+817,344
93
$17.7M 0.22%
140,177
+16,346
94
$16.6M 0.21%
1,419,836
-22,035
95
$16.2M 0.2%
3,916,031
-57,455
96
$16.1M 0.2%
2,064,981
+459,197
97
$15.8M 0.2%
1,142,161
-15,985
98
$15.2M 0.19%
702,639
+101,436
99
$14.5M 0.18%
296,156
-2,195
100
$14.4M 0.18%
110,167
+20,502
2 3
4
5 6