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
$8.03B
AUM Growth
-$850M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$49.4M
3
+$46.4M
4
MEG
Media General, Inc
MEG
+$37.9M
5
TGNA icon
TEGNA Inc
TGNA
+$37.2M

Top Sells

1
+$29.3M
2
+$28.5M
3
+$16.5M
4
CBRE icon
CBRE Group
CBRE
+$15.1M
5
NWL icon
Newell Brands
NWL
+$13.8M

Sector Composition

1 Financials 20.65%
2 Industrials 18.34%
3 Healthcare 13.12%
4 Communication Services 12.49%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.68M 0.1%
936,562
-346,020
127
$7.67M 0.1%
75,252
+8,695
128
$7.58M 0.09%
3,294,396
-46,099
129
$7.33M 0.09%
557,472
-4,204
130
$7.29M 0.09%
2,329,605
-34,415
131
$7.17M 0.09%
3,732,390
+827,319
132
$7.1M 0.09%
86,733
+36,307
133
$6.99M 0.09%
761,680
+27,670
134
$6.81M 0.08%
+1,153,810
135
$6.63M 0.08%
1,718,812
-17,965
136
$6.5M 0.08%
1,012,943
+130,415
137
$6.34M 0.08%
610,962
+477,187
138
$6.25M 0.08%
850,812
+73,239
139
$6.19M 0.08%
227,451
-1,870
140
$6.18M 0.08%
83,135
-875
141
$5.66M 0.07%
32,595
-1,400
142
$5.66M 0.07%
63,439
-35,329
143
$5.66M 0.07%
1,683,486
-16,408
144
$5.61M 0.07%
85,014
+43,883
145
$5.6M 0.07%
52,613
+4,732
146
$5.49M 0.07%
96,230
-2,100
147
$5.29M 0.07%
513,877
+15,951
148
$5.26M 0.07%
181,413
+53,971
149
$5.19M 0.06%
598,000
+11,968
150
$5.16M 0.06%
213,564
-231,233
4 5
6
7 8