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
$10.2B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$84.2M
3
+$61.2M
4
FAF icon
First American
FAF
+$56.9M
5
BOKF icon
BOK Financial
BOKF
+$47.1M

Top Sells

1
+$133M
2
+$106M
3
+$64.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$46.6M
5
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$45.5M

Sector Composition

1 Financials 20.92%
2 Industrials 15.74%
3 Communication Services 15.15%
4 Healthcare 11.97%
5 Consumer Discretionary 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30.1M 0.3%
2,191,907
+715,714
77
$29.3M 0.29%
51,301
+1,990
78
$28.3M 0.28%
170,998
+4,764
79
$26.5M 0.26%
166,421
-34,796
80
$26.5M 0.26%
398,437
+206
81
$26.2M 0.26%
227,175
+14,727
82
$23.1M 0.23%
+2,933,085
83
$21.4M 0.21%
435,395
-886,857
84
$17.3M 0.17%
75,624
-28,560
85
$15.8M 0.16%
858,397
+31,651
86
$15.3M 0.15%
342,987
-120,119
87
$13.7M 0.13%
246,899
-8,676
88
$13.6M 0.13%
314,902
+6,700
89
$12.6M 0.12%
399,193
+7,185
90
$12.3M 0.12%
310,025
+29,550
91
$11.5M 0.11%
164,456
+1,740
92
$10.1M 0.1%
408,072
-1,952
93
$9.09M 0.09%
24,597
+7,144
94
$7.67M 0.08%
428,684
+55,671
95
$6.8M 0.07%
298,114
-6,200
96
$6.75M 0.07%
142,828
-3,300
97
$5.97M 0.06%
+118,400
98
$5.76M 0.06%
1,159,169
-769,807
99
$3.63M 0.04%
70,108
-1,810
100
$3.59M 0.04%
159,709
-103,422
2 3
4
5 6