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
$7.96B
AUM Growth
-$86.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$27.3M
3
+$25.9M
4
PM icon
Philip Morris
PM
+$20.2M
5
BIDU icon
Baidu
BIDU
+$16.7M

Top Sells

1
+$43.7M
2
+$29M
3
+$14.6M
4
HLI icon
Houlihan Lokey
HLI
+$12.8M
5
MSGS icon
Madison Square Garden
MSGS
+$12.4M

Sector Composition

1 Financials 18.47%
2 Industrials 14.23%
3 Technology 13.47%
4 Communication Services 12.78%
5 Healthcare 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.76M 0.07%
+47,800
127
$5.11M 0.06%
3,273,919
-116,400
128
$5.09M 0.06%
66,367
+11
129
$4.86M 0.06%
83,552
-99,052
130
$4.85M 0.06%
679,817
-785,563
131
$4.57M 0.06%
1,030,471
-492,510
132
$4.42M 0.06%
100,014
133
$4.33M 0.05%
+571,463
134
$4.17M 0.05%
203,226
+8,800
135
$4.05M 0.05%
481,113
-55,255
136
$3.82M 0.05%
132,011
+4,200
137
$3.2M 0.04%
107,773
-169,136
138
$2.65M 0.03%
28,969
-3,256
139
$2.6M 0.03%
366,932
-1,112
140
$2.1M 0.03%
44,489
-619
141
$1.6M 0.02%
21,033
-210
142
$1.21M 0.02%
145,316
143
$1.17M 0.01%
+36,049
144
$1.09M 0.01%
+323,615
145
$1.07M 0.01%
22,999
-207,120
146
$1.07M 0.01%
21,556
-1,157
147
$986K 0.01%
92,990
+15,441
148
$686K 0.01%
107,858
+22,143
149
$376K ﹤0.01%
94,896
150
$371K ﹤0.01%
78,850
3 4 5
6
7