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
$8.34B
AUM Growth
+$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$69.8M
2
+$39.9M
3
+$26.2M
4
KMT icon
Kennametal
KMT
+$19M
5
JWN
Nordstrom
JWN
+$17.7M

Top Sells

1
+$178M
2
+$86.7M
3
+$28.4M
4
WU icon
Western Union
WU
+$26.6M
5
BID
Sotheby's
BID
+$25.8M

Sector Composition

1 Financials 19.28%
2 Industrials 17.6%
3 Communication Services 14.17%
4 Healthcare 14.02%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$29.7M 0.36%
389,006
+4,255
77
$28.2M 0.34%
1,840,308
+109,295
78
$27.7M 0.33%
4,137,810
-82,453
79
$25.8M 0.31%
3,316,958
-133,175
80
$25M 0.3%
326,952
+2,632
81
$23.4M 0.28%
2,183,372
+37
82
$22.8M 0.27%
5,366,745
-49,117
83
$22.2M 0.27%
603,652
+211,717
84
$19.9M 0.24%
485,684
+6,090
85
$19.4M 0.23%
277,953
+8,946
86
$19.1M 0.23%
1,083,634
-479
87
$18.7M 0.22%
1,164,220
-120,860
88
$18.6M 0.22%
138,095
-2,082
89
$18.5M 0.22%
965,447
-3,910
90
$18.4M 0.22%
139,394
+29,227
91
$16M 0.19%
300,251
+4,095
92
$15.6M 0.19%
1,316,527
-103,309
93
$15.4M 0.18%
3,584,986
+378,634
94
$15.3M 0.18%
1,060,361
-81,800
95
$15M 0.18%
1,228,640
-544,734
96
$14.6M 0.18%
1,827,347
+34,952
97
$14.4M 0.17%
702,504
-135
98
$13.7M 0.16%
1,412,625
-125,530
99
$13.7M 0.16%
1,616,120
-3,090
100
$13.6M 0.16%
408,859
+5,195
2 3
4
5 6