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
$8.76B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$64.4M
2
+$40.4M
3
+$27.3M
4
NLSN
Nielsen Holdings plc
NLSN
+$20.4M
5
TGNA icon
TEGNA Inc
TGNA
+$16.1M

Top Sells

1
+$39.5M
2
+$24.7M
3
+$21.2M
4
AFL icon
Aflac
AFL
+$17.2M
5
LAZ icon
Lazard
LAZ
+$15M

Sector Composition

1 Financials 21.51%
2 Industrials 13.85%
3 Communication Services 13.03%
4 Technology 12.13%
5 Healthcare 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32.8M 0.37%
1,025,133
+47,518
77
$32M 0.36%
232,485
+128
78
$28.6M 0.33%
2,165,788
+36,692
79
$28.5M 0.33%
821,832
+27,132
80
$28.3M 0.32%
724,811
+361,228
81
$26.2M 0.3%
1,988,755
-1,090,949
82
$25.1M 0.29%
748,613
-96,388
83
$24.1M 0.28%
240,442
-7,690
84
$22.6M 0.26%
898,074
-30,869
85
$22.6M 0.26%
3,027,113
-179,387
86
$22.3M 0.25%
206,474
-128,998
87
$21.9M 0.25%
2,333,742
+54,798
88
$21.4M 0.24%
7,001,160
-235,242
89
$21.2M 0.24%
3,934,922
+325,149
90
$21.2M 0.24%
413,419
-6,006
91
$20.8M 0.24%
287,232
-9,113
92
$20.3M 0.23%
1,654,499
+153,132
93
$19.5M 0.22%
272,911
-7,574
94
$19.1M 0.22%
377,304
-10,444
95
$16.9M 0.19%
991,723
-17,080
96
$16.2M 0.18%
2,251,250
-178,782
97
$15.2M 0.17%
1,761,829
-193,723
98
$14.9M 0.17%
4,190,221
+1,026,952
99
$13.8M 0.16%
595,590
+29,851
100
$13.8M 0.16%
1,329,307
+152,505
2 3
4
5 6