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
-$86.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$27.3M
3
+$25.9M
4
PM icon
Philip Morris
PM
+$20.2M
5
BIDU icon
Baidu
BIDU
+$16.7M

Top Sells

1
+$43.7M
2
+$29M
3
+$14.6M
4
HLI icon
Houlihan Lokey
HLI
+$12.8M
5
MSGS icon
Madison Square Garden
MSGS
+$12.4M

Sector Composition

1 Financials 18.47%
2 Industrials 14.23%
3 Technology 13.47%
4 Communication Services 12.78%
5 Healthcare 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.2M 0.14%
196,757
102
$11M 0.14%
983,899
+14,036
103
$10.8M 0.14%
5,659,928
-959,185
104
$10.7M 0.13%
1,343,437
-1,230,858
105
$10.4M 0.13%
865,193
-624,952
106
$9.95M 0.13%
413,013
-2,700
107
$9.88M 0.12%
199,408
-584,385
108
$9.67M 0.12%
1,637,735
+97,367
109
$9.55M 0.12%
498,643
+37,400
110
$9.05M 0.11%
1,056,120
-420,239
111
$9.03M 0.11%
215,301
+130,277
112
$9.01M 0.11%
223,493
-22,051
113
$8.84M 0.11%
24,327
-2,317
114
$8.5M 0.11%
3,243,611
-154,100
115
$8.47M 0.11%
+112,709
116
$8.16M 0.1%
1,281,104
+81,397
117
$7.84M 0.1%
290,482
+94,082
118
$7.52M 0.09%
453,054
-66,177
119
$7.46M 0.09%
298,199
120
$7.35M 0.09%
210,776
-18,325
121
$7.3M 0.09%
35,692
+2,417
122
$7.29M 0.09%
1,638,116
+459,974
123
$7.19M 0.09%
2,428,943
-23,153
124
$7.11M 0.09%
216,034
+63,725
125
$5.89M 0.07%
227,910
-172,060
3 4
5
6 7