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
$8.92B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$78.2M
3
+$66.1M
4
LAZ icon
Lazard
LAZ
+$47.7M
5
VZ icon
Verizon
VZ
+$31.5M

Top Sells

1
+$162M
2
+$142M
3
+$71.8M
4
FICO icon
Fair Isaac
FICO
+$38.9M
5
WU icon
Western Union
WU
+$34.8M

Sector Composition

1 Financials 20.84%
2 Industrials 20.13%
3 Healthcare 12.15%
4 Communication Services 11.08%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17.3M 0.19%
491,504
-844
102
$16.4M 0.18%
86,804
+30,560
103
$16.4M 0.18%
1,168,773
+1,127
104
$15.6M 0.18%
303,321
-2,246
105
$15M 0.17%
1,119,073
+105,887
106
$14.1M 0.16%
413,536
-2,970
107
$14M 0.16%
444,694
+52,773
108
$13.8M 0.16%
1,793,268
+204,470
109
$13.8M 0.15%
300,231
+5,632
110
$13.4M 0.15%
488,811
+73,878
111
$12.8M 0.14%
417,211
+60,007
112
$12.8M 0.14%
1,613,984
-351,670
113
$12.7M 0.14%
1,586,020
-1,237,675
114
$12.7M 0.14%
1,907,242
-178,184
115
$12.5M 0.14%
1,835,950
+3,920
116
$12.2M 0.14%
297,381
-32,864
117
$10.9M 0.12%
117,281
+17,228
118
$10.7M 0.12%
74,266
+10,298
119
$10.3M 0.12%
2,382,720
+42,175
120
$10.1M 0.11%
+64,087
121
$10M 0.11%
1,295,028
+1,371
122
$9.86M 0.11%
228,510
123
$9.69M 0.11%
94,441
-3,259
124
$9.67M 0.11%
208,996
-1,471
125
$9.65M 0.11%
2,098,507
+24,325
3 4
5
6 7