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
$8.47B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$38.7M
3
+$28.6M
4
MAT icon
Mattel
MAT
+$18.9M
5
AFH
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
+$17.7M

Top Sells

1
+$64.3M
2
+$56.1M
3
+$50.2M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$39.2M
5
BRC icon
Brady Corp
BRC
+$33.9M

Sector Composition

1 Financials 21.83%
2 Industrials 16.26%
3 Communication Services 12.92%
4 Technology 12.22%
5 Healthcare 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.93M 0.06%
116,692
-129,150
152
$4.89M 0.06%
77,018
153
$4.5M 0.05%
390,999
+164,104
154
$4.39M 0.05%
61,614
+526
155
$4.37M 0.05%
21,290
-44,586
156
$4.21M 0.05%
585,081
+86,090
157
$4.02M 0.05%
1,748,083
-1,055,160
158
$4M 0.05%
291,292
-59,546
159
$3.97M 0.05%
394,600
+87,738
160
$3.95M 0.05%
97,240
161
$3.91M 0.05%
281,200
+7,100
162
$3.83M 0.05%
+23,417
163
$3.61M 0.04%
1,514,922
-284,696
164
$3.15M 0.04%
531,547
+22,800
165
$3.14M 0.04%
404,862
-169,593
166
$2.7M 0.03%
+45,115
167
$2.64M 0.03%
+33,499
168
$2.63M 0.03%
+36,526
169
$2.62M 0.03%
94,820
-93,700
170
$2.42M 0.03%
1,765,373
-31,300
171
$2.06M 0.02%
166,239
-22,031
172
$1.95M 0.02%
325,173
-50,900
173
$1.8M 0.02%
22,922
-5,551
174
$1.74M 0.02%
41,287
+36,683
175
$1.54M 0.02%
52,452
4 5 6
7
8