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
$6.87B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$47.8M
3
+$43.9M
4
FAF icon
First American
FAF
+$29M
5
CBRE icon
CBRE Group
CBRE
+$24M

Top Sells

1
+$45.1M
2
+$35.7M
3
+$24.7M
4
HSP
HOSPIRA INC
HSP
+$14.7M
5
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$13.9M

Sector Composition

1 Financials 24.26%
2 Industrials 17.22%
3 Communication Services 11.87%
4 Healthcare 11.3%
5 Consumer Discretionary 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.43M 0.05%
113,525
+400
127
$3.24M 0.05%
90,708
128
$3.16M 0.05%
+55,685
129
$3.02M 0.04%
48,939
+41,494
130
$3M 0.04%
+115,203
131
$2.98M 0.04%
45,376
+41,803
132
$2.7M 0.04%
+133,915
133
$2.37M 0.03%
+55,190
134
$2.31M 0.03%
14,879
+3,447
135
$2.06M 0.03%
89,386
+75,331
136
$1.61M 0.02%
29,509
137
$1.6M 0.02%
4,119,200
+3,403,600
138
$1.54M 0.02%
+12,793
139
$1.26M 0.02%
44,800
+19,800
140
$1.23M 0.02%
189,624
+91,058
141
$1.2M 0.02%
+32,872
142
$1.19M 0.02%
+48,264
143
$1.18M 0.02%
+21,253
144
$1.16M 0.02%
45,325
+17,094
145
$1.14M 0.02%
59,600
+32,100
146
$1.11M 0.02%
+65,925
147
$1.09M 0.02%
99,428
+71,490
148
$1.02M 0.01%
41,500
+19,900
149
$1.01M 0.01%
16,640
+12,904
150
$970K 0.01%
10,981
+4,238
4 5
6
7 8