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
$8.92B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$78.2M
3
+$66.1M
4
LAZ icon
Lazard
LAZ
+$47.7M
5
VZ icon
Verizon
VZ
+$31.5M

Top Sells

1
+$162M
2
+$142M
3
+$71.8M
4
FICO icon
Fair Isaac
FICO
+$38.9M
5
WU icon
Western Union
WU
+$34.8M

Sector Composition

1 Financials 20.84%
2 Industrials 20.13%
3 Healthcare 12.15%
4 Communication Services 11.08%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.63M 0.11%
376,593
+99,294
127
$9.6M 0.11%
47,310
128
$9.29M 0.1%
2,947,931
+28,800
129
$8.76M 0.1%
57,119
+3,583
130
$8.68M 0.1%
84,095
-9,580
131
$8.59M 0.1%
740,610
+9,750
132
$8.39M 0.09%
195,555
+101,525
133
$7.99M 0.09%
3,371,895
+2,958
134
$7.78M 0.09%
233,311
-91,889
135
$7.73M 0.09%
167,895
+5,265
136
$7.5M 0.08%
123,816
+17,350
137
$7.28M 0.08%
2,705,520
+2,257,105
138
$7.27M 0.08%
85,510
139
$7.12M 0.08%
1,558,285
+632,032
140
$6.83M 0.08%
77,485
+37,295
141
$6.77M 0.08%
519,609
+267,281
142
$6.74M 0.08%
200,091
+29
143
$6.74M 0.08%
87,725
+1,720
144
$6.65M 0.07%
55,080
+8,159
145
$6.58M 0.07%
2,209
+151
146
$6.5M 0.07%
34,595
+1,320
147
$6.35M 0.07%
686,806
+159,608
148
$6.3M 0.07%
945,336
-661,852
149
$6.11M 0.07%
21,834
150
$6.09M 0.07%
+43,318
4 5
6
7 8