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
$8.34B
AUM Growth
+$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$69.8M
2
+$39.9M
3
+$26.2M
4
KMT icon
Kennametal
KMT
+$19M
5
JWN
Nordstrom
JWN
+$17.7M

Top Sells

1
+$178M
2
+$86.7M
3
+$28.4M
4
WU icon
Western Union
WU
+$26.6M
5
BID
Sotheby's
BID
+$25.8M

Sector Composition

1 Financials 19.28%
2 Industrials 17.6%
3 Communication Services 14.17%
4 Healthcare 14.02%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.42M 0.05%
107,315
-5,700
152
$4.24M 0.05%
43,518
-9,095
153
$3.94M 0.05%
239,690
-8,600
154
$3.83M 0.05%
66,437
-7,438
155
$3.52M 0.04%
82,302
-2,290
156
$3.36M 0.04%
199,936
+3,524
157
$3.31M 0.04%
449,223
-15,725
158
$3.19M 0.04%
30,512
159
$3.07M 0.04%
33,926
+507
160
$3.02M 0.04%
31,719
-31,720
161
$2.98M 0.04%
42,132
162
$2.98M 0.04%
66,975
-3,400
163
$2.89M 0.03%
+31,406
164
$2.85M 0.03%
2,207
-154
165
$2.83M 0.03%
55,138
166
$2.83M 0.03%
264,700
+1,700
167
$2.77M 0.03%
85,858
+61,680
168
$2.43M 0.03%
63,595
-2,736
169
$2.42M 0.03%
231,000
170
$2.38M 0.03%
129,300
+700
171
$2.31M 0.03%
369,400
+141,000
172
$2.27M 0.03%
14,063
173
$2.26M 0.03%
64,141
+15,647
174
$2.05M 0.02%
20,114
-760
175
$1.76M 0.02%
+56,789
4 5 6
7
8