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
$8.86B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$31.7M
3
+$27.2M
4
MSGN
MSG Networks Inc.
MSGN
+$27.1M
5
NLSN
Nielsen Holdings plc
NLSN
+$24.3M

Top Sells

1
+$61.3M
2
+$40.4M
3
+$40.1M
4
CRL icon
Charles River Laboratories
CRL
+$35.8M
5
LAZ icon
Lazard
LAZ
+$35.6M

Sector Composition

1 Financials 22.56%
2 Industrials 14.07%
3 Communication Services 12.64%
4 Healthcare 12.17%
5 Technology 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.37M 0.05%
29,910
-48,736
152
$3.67M 0.04%
406,783
+50,055
153
$3.47M 0.04%
963,858
-135,221
154
$3.15M 0.04%
24,456
+11,695
155
$3.12M 0.04%
20,374
-13,420
156
$3.06M 0.03%
41,144
-6,388
157
$2.74M 0.03%
79,628
+758
158
$2.35M 0.03%
195,938
-1,837
159
$2.15M 0.02%
246,890
-143,623
160
$2.09M 0.02%
13,700
-24,600
161
$1.86M 0.02%
3,327
-15,983
162
$1.83M 0.02%
76,950
+37
163
$1.58M 0.02%
8,984
+204
164
$1.46M 0.02%
182,827
+4,835
165
$1.17M 0.01%
2,025
+177
166
$1.13M 0.01%
7,461
167
$948K 0.01%
486,009
-91,585
168
$919K 0.01%
988,549
-1,051
169
$765K 0.01%
17,790
170
$509K 0.01%
+60,970
171
$414K ﹤0.01%
3,152
172
$301K ﹤0.01%
22,020
173
– –
-295,853
174
– –
-115,894
175
– –
-33,870
4 5 6
7
8