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
$9.85B
AUM Growth
+$740M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$94.1M
2
+$87.3M
3
+$57.3M
4
BIDU icon
Baidu
BIDU
+$28.8M
5
EQC
Equity Commonwealth
EQC
+$22.6M

Top Sells

1
+$128M
2
+$113M
3
+$69.3M
4
BAP icon
Credicorp
BAP
+$55.7M
5
SNA icon
Snap-on
SNA
+$48M

Sector Composition

1 Financials 18.62%
2 Communication Services 16.28%
3 Industrials 15.84%
4 Consumer Discretionary 15.72%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.8M 0.17%
154,111
-29,955
77
$16.2M 0.16%
1,022,565
-5,135
78
$15.5M 0.16%
3,344,832
79
$14.4M 0.15%
324,291
-523,728
80
$14.3M 0.14%
374,521
-3,845
81
$13.4M 0.14%
31,896
-34,769
82
$13.2M 0.13%
280,395
-217,642
83
$13.1M 0.13%
644,840
+638,454
84
$12.5M 0.13%
333,363
-17,958
85
$9.73M 0.1%
282,897
-1,888
86
$9.19M 0.09%
70,885
-39,682
87
$8.68M 0.09%
185,862
-96,124
88
$8.56M 0.09%
196,261
-1,999
89
$6.61M 0.07%
13,585
-4,191
90
$6.51M 0.07%
185,288
+15,727
91
$5.98M 0.06%
131,423
+33,458
92
$5.84M 0.06%
133,182
-40,945
93
$5.71M 0.06%
69,850
-19,927
94
$4.62M 0.05%
396,301
95
$4.55M 0.05%
449,564
-56,228
96
$4.33M 0.04%
252,188
-77,876
97
$4.02M 0.04%
12,999
-13,589
98
$3.74M 0.04%
271,761
-83,825
99
$3.74M 0.04%
26,965
+8,588
100
$3.72M 0.04%
+868,416
1 2 3
4
5