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
$8.51B
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$57.9M
2
+$51.2M
3
+$43.5M
4
NOK icon
Nokia
NOK
+$30.6M
5
OXY icon
Occidental Petroleum
OXY
+$20.5M

Top Sells

1
+$115M
2
+$59M
3
+$42.4M
4
CEB
CEB Inc.
CEB
+$41.2M
5
AXE
Anixter International Inc
AXE
+$39.6M

Sector Composition

1 Financials 21.84%
2 Industrials 14.54%
3 Healthcare 13.69%
4 Communication Services 13.34%
5 Technology 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.23M 0.05%
152,097
+300
152
$4.13M 0.05%
367,390
-119,219
153
$3.99M 0.05%
44,324
-16,479
154
$3.86M 0.05%
23,417
155
$3.85M 0.05%
116,043
-79,835
156
$3.85M 0.05%
271,300
-9,900
157
$3.83M 0.05%
97,171
-69
158
$3.83M 0.05%
+73,496
159
$3.65M 0.04%
30,467
+20,891
160
$3.64M 0.04%
+755,589
161
$3.62M 0.04%
54,390
+37,201
162
$3.59M 0.04%
515,247
-16,300
163
$3.28M 0.04%
544,864
-327,835
164
$3.06M 0.04%
+70,930
165
$2.88M 0.03%
1,727,471
-37,902
166
$2.88M 0.03%
1,309,092
-438,991
167
$2.86M 0.03%
45,115
168
$2.86M 0.03%
166,156
-83
169
$2.42M 0.03%
203,292
-88,000
170
$2.39M 0.03%
55,882
+14,595
171
$2.06M 0.02%
246,759
-78,414
172
$1.91M 0.02%
20,918
-2,004
173
$1.43M 0.02%
20,963
174
$1.38M 0.02%
27,666
+1,095
175
$1.27M 0.02%
12,113
4 5 6
7
8