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
$6.87B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$47.8M
3
+$43.9M
4
FAF icon
First American
FAF
+$29M
5
CBRE icon
CBRE Group
CBRE
+$24M

Top Sells

1
+$45.1M
2
+$35.7M
3
+$24.7M
4
HSP
HOSPIRA INC
HSP
+$14.7M
5
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$13.9M

Sector Composition

1 Financials 24.26%
2 Industrials 17.22%
3 Communication Services 11.87%
4 Healthcare 11.3%
5 Consumer Discretionary 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.05M 0.12%
+648,736
102
$8.02M 0.12%
62,870
103
$7.97M 0.12%
1,758,955
+333,250
104
$7.12M 0.1%
666,741
-102,595
105
$6.84M 0.1%
109,075
+77,582
106
$6.73M 0.1%
119,333
+85,340
107
$6.57M 0.1%
102,735
108
$6.34M 0.09%
1,609
-21
109
$6.21M 0.09%
1,178,415
+289,851
110
$6.15M 0.09%
2,563,641
+808,171
111
$6.14M 0.09%
1,486,850
+218,660
112
$5.83M 0.08%
67,730
113
$5.63M 0.08%
104,630
-59,820
114
$5.63M 0.08%
99,217
+14,433
115
$5.57M 0.08%
1,137
+3
116
$5.22M 0.08%
131,829
+60,676
117
$5.14M 0.07%
251,842
+109,502
118
$5.13M 0.07%
32,395
119
$5.08M 0.07%
188,575
-28,050
120
$5.04M 0.07%
76,160
+52,569
121
$4.93M 0.07%
40,744
-100,998
122
$4.87M 0.07%
81,420
+38,135
123
$4.38M 0.06%
84,736
+500
124
$4.1M 0.06%
65,265
+53,209
125
$3.45M 0.05%
+40,560
3 4
5
6 7