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
$8.88B
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$81.8M
2
+$39.7M
3
+$38.9M
4
BIDU icon
Baidu
BIDU
+$32M
5
GCI
Gannett Co., Inc
GCI
+$26M

Top Sells

1
+$53.6M
2
+$39.5M
3
+$36.5M
4
ISCA
International Speedway Corp
ISCA
+$36.2M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$30M

Sector Composition

1 Financials 20.93%
2 Industrials 20.24%
3 Healthcare 12.73%
4 Communication Services 10.81%
5 Consumer Discretionary 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15.6M 0.18%
1,560,357
-13,100
102
$14.8M 0.17%
406,796
-6,740
103
$14.5M 0.16%
1,372,183
+48,663
104
$14.3M 0.16%
1,736,777
+617,704
105
$14.2M 0.16%
601,203
+112,392
106
$13.9M 0.16%
969,424
-233,636
107
$13.3M 0.15%
1,817,750
-18,200
108
$13.1M 0.15%
170,831
-135,165
109
$12.9M 0.15%
1,605,784
-8,200
110
$12.5M 0.14%
297,297
-2,934
111
$12.4M 0.14%
2,732,686
+1,174,401
112
$12.2M 0.14%
89,665
+15,399
113
$12.1M 0.14%
497,926
+35,515
114
$11.7M 0.13%
444,797
+68,204
115
$11.6M 0.13%
561,676
+144,465
116
$11.1M 0.13%
442,592
-2,102
117
$10.8M 0.12%
1,505,086
-402,156
118
$10.5M 0.12%
205,686
-3,310
119
$10.5M 0.12%
184,065
-124,560
120
$10.3M 0.12%
91,762
-2,679
121
$10.3M 0.12%
1,282,582
-12,446
122
$10.3M 0.12%
2,364,020
-18,700
123
$9.75M 0.11%
2,078,007
-20,500
124
$9.45M 0.11%
98,768
-18,513
125
$9.06M 0.1%
224,910
-3,600
3 4
5
6 7