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
$7.96B
AUM Growth
-$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$34M
3
+$32.6M
4
NOK icon
Nokia
NOK
+$30.9M
5
HAR
Harman International Industries
HAR
+$28.2M

Top Sells

1
+$69.5M
2
+$44.5M
3
+$31.7M
4
DGX icon
Quest Diagnostics
DGX
+$23.8M
5
AXE
Anixter International Inc
AXE
+$22.1M

Sector Composition

1 Financials 21.29%
2 Industrials 15.47%
3 Healthcare 14.28%
4 Communication Services 13.57%
5 Technology 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.1M 0.16%
388,649
-32,380
102
$13.1M 0.16%
3,695,576
+108,015
103
$13.1M 0.16%
204,983
-1,554
104
$12.8M 0.16%
837,938
-127,799
105
$12.7M 0.16%
65,876
-52,517
106
$12.5M 0.16%
193,550
+19,186
107
$11.9M 0.15%
24,274
-91
108
$11.8M 0.15%
1,523,127
-24,575
109
$11.4M 0.14%
1,863,205
-326,043
110
$11.3M 0.14%
300,630
+3,089
111
$9.68M 0.12%
7,744,809
+139,614
112
$9.4M 0.12%
1,796,542
-81,149
113
$9.16M 0.12%
317,764
+182,784
114
$9.03M 0.11%
1,468,866
+61,651
115
$8.97M 0.11%
1,992,613
+15,942
116
$8.39M 0.11%
57,854
117
$8.36M 0.11%
204,295
118
$8.29M 0.1%
33,417
-1,710
119
$8.26M 0.1%
604,281
+356,181
120
$8.09M 0.1%
720,600
+36,500
121
$8.05M 0.1%
545,995
-150,736
122
$7.98M 0.1%
517,635
-50,275
123
$7.98M 0.1%
1,797,020
+30,623
124
$7.79M 0.1%
2,440,564
-802,124
125
$7.62M 0.1%
1,628,189
-76,472
3 4
5
6 7