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
$8.34B
AUM Growth
+$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$69.8M
2
+$39.9M
3
+$26.2M
4
KMT icon
Kennametal
KMT
+$19M
5
JWN
Nordstrom
JWN
+$17.7M

Top Sells

1
+$178M
2
+$86.7M
3
+$28.4M
4
WU icon
Western Union
WU
+$26.6M
5
BID
Sotheby's
BID
+$25.8M

Sector Composition

1 Financials 19.28%
2 Industrials 17.6%
3 Communication Services 14.17%
4 Healthcare 14.02%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.3M 0.16%
2,915,815
-182,562
102
$12.9M 0.15%
185,409
+77,092
103
$12.8M 0.15%
25,453
-1,568
104
$12.6M 0.15%
1,611,673
+114,750
105
$11.6M 0.14%
3,308,289
+123,441
106
$11.6M 0.14%
3,725,797
-190,234
107
$11.5M 0.14%
23,756
-69
108
$11.2M 0.13%
1,975,906
-89,075
109
$11.2M 0.13%
3,792,091
+972,282
110
$10.5M 0.13%
1,579,929
-1,472,112
111
$9.91M 0.12%
7,232,839
+971,584
112
$9.65M 0.12%
556,035
-1,437
113
$9.6M 0.12%
103,788
+551
114
$9.45M 0.11%
273,360
-5,151
115
$9.34M 0.11%
430,205
-5,344
116
$8.71M 0.1%
131,837
-4,800
117
$8.7M 0.1%
288,919
-9,246
118
$8.69M 0.1%
1,884,258
-159,200
119
$8.66M 0.1%
39,877
-4,333
120
$8.61M 0.1%
3,470,140
-262,250
121
$8.49M 0.1%
2,498,179
+747,955
122
$8.48M 0.1%
921,414
+310,452
123
$8.03M 0.1%
87,033
+300
124
$7.94M 0.1%
217,260
-8,515
125
$7.8M 0.09%
170,310
-11,623
3 4
5
6 7