AI

Ariel Investments Portfolio holdings

AUM $8.82B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.18B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$31.1M
3
+$27.9M
4
GILD icon
Gilead Sciences
GILD
+$20M
5
GSK icon
GSK
GSK
+$17.5M

Top Sells

1
+$90.5M
2
+$63M
3
+$56M
4
HSP
HOSPIRA INC
HSP
+$51.2M
5
IPG icon
Interpublic Group of Companies
IPG
+$31.1M

Sector Composition

1 Financials 22.95%
2 Industrials 15.95%
3 Healthcare 12.05%
4 Communication Services 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.13M 0.11%
52,700
127
$8.98M 0.11%
1,639,180
-141,225
128
$8.93M 0.11%
19,256,640
-146,880
129
$8.42M 0.1%
83,610
130
$8.23M 0.1%
99,525
-2,427
131
$8.04M 0.1%
574,737
+122,220
132
$7.99M 0.1%
161,530
+48,705
133
$7.94M 0.1%
2,961,456
+98,410
134
$7.42M 0.09%
98,420
135
$7.07M 0.09%
1,840
136
$6.86M 0.08%
1,167
137
$6.8M 0.08%
117,345
138
$6.77M 0.08%
881,145
-1,677,255
139
$6.73M 0.08%
75,624
+26,120
140
$6.38M 0.08%
157,405
+20,760
141
$6.23M 0.08%
61,900
+300
142
$6.17M 0.08%
1,897,822
+30,272
143
$6.05M 0.07%
47,832
+16,508
144
$5.9M 0.07%
+322,268
145
$5.87M 0.07%
101,902
+16,506
146
$5.57M 0.07%
33,275
+5,640
147
$5.52M 0.07%
209,481
+72,430
148
$5.13M 0.06%
158,680
149
$5.03M 0.06%
113,904
+15,666
150
$5M 0.06%
80,355
+6,176
4 5
6
7 8