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
$9.85B
AUM Growth
+$740M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$94.1M
2
+$87.3M
3
+$57.3M
4
BIDU icon
Baidu
BIDU
+$28.8M
5
EQC
Equity Commonwealth
EQC
+$22.6M

Top Sells

1
+$128M
2
+$113M
3
+$69.3M
4
BAP icon
Credicorp
BAP
+$55.7M
5
SNA icon
Snap-on
SNA
+$48M

Sector Composition

1 Financials 18.62%
2 Communication Services 16.28%
3 Industrials 15.84%
4 Consumer Discretionary 15.72%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.58M 0.04%
78,663
-24,268
102
$3.18M 0.03%
96,039
+36,395
103
$2.41M 0.02%
257,644
-28,294
104
$1.69M 0.02%
211,285
105
$1.55M 0.02%
10,656
-446
106
$1.52M 0.02%
22,396
+348
107
$890K 0.01%
+8,451
108
$794K 0.01%
8,750
109
$313K ﹤0.01%
3,096
+240
110
$283K ﹤0.01%
5,844
+6
111
$267K ﹤0.01%
446
-57
112
$208K ﹤0.01%
5,155
+400
113
$184K ﹤0.01%
714
-13
114
$176K ﹤0.01%
6,292
+488
115
$152K ﹤0.01%
12,384
+960
116
$150K ﹤0.01%
5,002
+388
117
– –
-192,428
118
– –
-144,158
1 2 3 4
5