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
$8.86B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$31.7M
3
+$27.2M
4
MSGN
MSG Networks Inc.
MSGN
+$27.1M
5
NLSN
Nielsen Holdings plc
NLSN
+$24.3M

Top Sells

1
+$61.3M
2
+$40.4M
3
+$40.1M
4
CRL icon
Charles River Laboratories
CRL
+$35.8M
5
LAZ icon
Lazard
LAZ
+$35.6M

Sector Composition

1 Financials 22.56%
2 Industrials 14.07%
3 Communication Services 12.64%
4 Healthcare 12.17%
5 Technology 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14.6M 0.16%
+363,583
102
$13.4M 0.15%
2,888,434
+239,535
103
$12.2M 0.14%
1,952,908
+36,905
104
$12M 0.14%
276,457
+42,722
105
$11.7M 0.13%
565,739
+380,311
106
$11.5M 0.13%
146,521
-67,950
107
$11.4M 0.13%
2,804,686
-147,429
108
$11.1M 0.13%
252,807
-25,156
109
$10.9M 0.12%
964,341
+127,793
110
$10.3M 0.12%
745,767
-2,375
111
$10.3M 0.12%
1,740,238
+275,405
112
$10.2M 0.11%
730,560
-130,207
113
$10M 0.11%
75,942
-74,625
114
$10M 0.11%
211,679
+8,801
115
$9.99M 0.11%
690,291
+92,841
116
$9.95M 0.11%
154,242
+108,936
117
$9.6M 0.11%
217,101
+6,344
118
$9.51M 0.11%
299,839
+931
119
$9.25M 0.1%
28,802
-1,515
120
$8.69M 0.1%
3,777,912
+833,000
121
$8.31M 0.09%
157,426
-15,907
122
$7.74M 0.09%
491,208
+53,368
123
$7.67M 0.09%
790,617
-333,351
124
$7.56M 0.09%
90,385
-37
125
$7.4M 0.08%
256,499
-23,560
3 4
5
6 7