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
$8.51B
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$57.9M
2
+$51.2M
3
+$43.5M
4
NOK icon
Nokia
NOK
+$30.6M
5
OXY icon
Occidental Petroleum
OXY
+$20.5M

Top Sells

1
+$115M
2
+$59M
3
+$42.4M
4
CEB
CEB Inc.
CEB
+$41.2M
5
AXE
Anixter International Inc
AXE
+$39.6M

Sector Composition

1 Financials 21.84%
2 Industrials 14.54%
3 Healthcare 13.69%
4 Communication Services 13.34%
5 Technology 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.7M 0.16%
279,453
-13,958
102
$13.4M 0.16%
325,720
-21,301
103
$11.7M 0.14%
342,574
+72,544
104
$11.4M 0.13%
230,830
+24,216
105
$11.4M 0.13%
260,590
-15,970
106
$10.9M 0.13%
1,306,697
-436,009
107
$10.8M 0.13%
1,444,025
-319,295
108
$10.7M 0.13%
1,228,843
-237,583
109
$9.79M 0.12%
641,849
-240,125
110
$9.67M 0.11%
1,393,125
-431,455
111
$9.43M 0.11%
476,158
-40,150
112
$9.4M 0.11%
1,567,437
-36,466
113
$9.29M 0.11%
442,491
-24,884
114
$9.24M 0.11%
55,487
+375
115
$9.11M 0.11%
204,135
-160
116
$9.08M 0.11%
115,681
+82,182
117
$8.94M 0.11%
33,419
+674
118
$8.9M 0.1%
1,112,075
-440,801
119
$8.77M 0.1%
82,060
120
$8.46M 0.1%
71,231
121
$8.27M 0.1%
915,788
+52,318
122
$8.18M 0.1%
430,524
+34,580
123
$8.06M 0.09%
671,578
-123,356
124
$8.05M 0.09%
+634,282
125
$7.83M 0.09%
189,364
3 4
5
6 7