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
$8.18B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$31.1M
3
+$27.9M
4
GILD icon
Gilead Sciences
GILD
+$20M
5
GSK icon
GSK
GSK
+$17.5M

Top Sells

1
+$90.5M
2
+$63M
3
+$56M
4
HSP
HOSPIRA INC
HSP
+$51.2M
5
IPG icon
Interpublic Group of Companies
IPG
+$31.1M

Sector Composition

1 Financials 22.95%
2 Industrials 15.95%
3 Healthcare 12.05%
4 Communication Services 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.3M 0.16%
424,834
-8,975
102
$12.9M 0.16%
2,208,349
+22,825
103
$12.8M 0.16%
307,744
-7,670
104
$12.8M 0.16%
2,241,059
+361,140
105
$12.4M 0.15%
495,963
+241,251
106
$12.2M 0.15%
1,027,889
+467,561
107
$12M 0.15%
2,663,170
-350
108
$12M 0.15%
119,496
-46,416
109
$11.9M 0.15%
191,692
+96,698
110
$11.8M 0.14%
1,590,496
-275,489
111
$11.8M 0.14%
134,921
+58,769
112
$11.3M 0.14%
133,594
+41,509
113
$11.3M 0.14%
136,710
-1,382
114
$10.6M 0.13%
212,093
-4,745
115
$10.5M 0.13%
78,925
+11,173
116
$10.4M 0.13%
190,268
+7,354
117
$10.2M 0.12%
1,557,371
+270,466
118
$10.1M 0.12%
552,106
-250
119
$10.1M 0.12%
1,300,157
-12,431
120
$9.95M 0.12%
2,379,903
-325
121
$9.82M 0.12%
230,682
-15,761
122
$9.79M 0.12%
3,385,737
-2,952
123
$9.38M 0.11%
741,135
-75
124
$9.27M 0.11%
918,250
+612,482
125
$9.16M 0.11%
56,985
-5
3 4
5
6 7