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
$8.88B
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$81.8M
2
+$39.7M
3
+$38.9M
4
BIDU icon
Baidu
BIDU
+$32M
5
GCI
Gannett Co., Inc
GCI
+$26M

Top Sells

1
+$53.6M
2
+$39.5M
3
+$36.5M
4
ISCA
International Speedway Corp
ISCA
+$36.2M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$30M

Sector Composition

1 Financials 20.93%
2 Industrials 20.24%
3 Healthcare 12.73%
4 Communication Services 10.81%
5 Consumer Discretionary 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.09M 0.06%
94,068
+7,828
152
$5.07M 0.06%
276,486
-19,754
153
$4.96M 0.06%
211,755
154
$4.95M 0.06%
117,915
+1,300
155
$4.83M 0.05%
78,474
-13,627
156
$4.78M 0.05%
448,228
+81,890
157
$4.66M 0.05%
50,426
+7,723
158
$4.33M 0.05%
114,052
-1,841
159
$4.32M 0.05%
84,373
-111,182
160
$4.18M 0.05%
43,193
+7,556
161
$3.92M 0.04%
50,411
+30,021
162
$3.63M 0.04%
62,900
-1,100
163
$3.42M 0.04%
84,582
-820
164
$3.26M 0.04%
+127,442
165
$3.19M 0.04%
+41,131
166
$3.1M 0.03%
1,386
+282
167
$2.81M 0.03%
245,500
+2,200
168
$2.73M 0.03%
29,307
+5,395
169
$2.61M 0.03%
233,650
+62,350
170
$2.42M 0.03%
132,175
+1,100
171
$1.91M 0.02%
55,550
+800
172
$1.83M 0.02%
45,731
+2,178
173
$1.75M 0.02%
37,846
+4,374
174
$1.66M 0.02%
13,294
+2,461
175
$1.65M 0.02%
6,950
+1,281
4 5 6
7
8