AI

Ariel Investments Portfolio holdings

AUM $8.82B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.12B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1 +$241M
2 +$221M
3 +$191M
4
TGNA icon
TEGNA Inc
TGNA
+$188M
5
HSP
HOSPIRA INC
HSP
+$184M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.02%
2 Industrials 16.48%
3 Communication Services 12.37%
4 Healthcare 11.85%
5 Consumer Discretionary 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$6.67M 0.11%
+1,014,120
102
$6.46M 0.11%
+378,246
103
$6.22M 0.1%
+34,049
104
$6.12M 0.1%
+67,730
105
$6.07M 0.1%
+769,336
106
$5.76M 0.09%
+1,268,190
107
$5.44M 0.09%
+1,275,939
108
$5.43M 0.09%
+888,564
109
$5.29M 0.09%
+216,625
110
$4.9M 0.08%
+32,395
111
$4.84M 0.08%
+84,784
112
$4.45M 0.07%
+84,236
113
$4.37M 0.07%
+1,134
114
$4.14M 0.07%
+386,995
115
$3.79M 0.06%
+1,755,470
116
$3.41M 0.06%
+90,708
117
$3.28M 0.05%
+738,472
118
$3.17M 0.05%
+113,125
119
$3.1M 0.05%
+591,769
120
$3.01M 0.05%
+142,340
121
$2.67M 0.04%
+43,285
122
$2.53M 0.04%
+71,153
123
$2.05M 0.03%
+189,292
124
$1.97M 0.03%
+31,493
125
$1.76M 0.03%
+33,993