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
$11.9B
AUM Growth
+$927M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$96.4M
3
+$79.1M
4
PARA
Paramount Global Class B
PARA
+$66.1M
5
MANU icon
Manchester United
MANU
+$62M

Top Sells

1
+$104M
2
+$41.7M
3
+$36.6M
4
FAF icon
First American
FAF
+$31.6M
5
MSFT icon
Microsoft
MSFT
+$28.7M

Sector Composition

1 Financials 21.26%
2 Industrials 17.88%
3 Communication Services 16.05%
4 Consumer Discretionary 11.82%
5 Healthcare 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.01%
24,739
-1,608
102
$930K 0.01%
10,631
-7,905
103
$270K ﹤0.01%
5,385
-50
104
$233K ﹤0.01%
+1,519
105
– –
-82,786
106
– –
-8,238
107
– –
-32,626
108
– –
-39,240
109
– –
-19,064
110
– –
-118,792
111
– –
-1,870,531
1 2 3 4
5