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
$8.76B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$64.4M
2
+$40.4M
3
+$27.3M
4
NLSN
Nielsen Holdings plc
NLSN
+$20.4M
5
TGNA icon
TEGNA Inc
TGNA
+$16.1M

Top Sells

1
+$39.5M
2
+$24.7M
3
+$21.2M
4
AFL icon
Aflac
AFL
+$17.2M
5
LAZ icon
Lazard
LAZ
+$15M

Sector Composition

1 Financials 21.51%
2 Industrials 13.85%
3 Communication Services 13.03%
4 Technology 12.13%
5 Healthcare 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.47M 0.03%
60,316
-19,312
152
$1.97M 0.02%
76,950
153
$1.91M 0.02%
263,723
+16,833
154
$1.83M 0.02%
+58,269
155
$1.63M 0.02%
21,067
-3,389
156
$1.55M 0.02%
520,494
+113,711
157
$1.51M 0.02%
171,934
-24,004
158
$1.08M 0.01%
156,147
-26,680
159
$945K 0.01%
908,465
-80,084
160
$713K 0.01%
17,790
161
$513K 0.01%
244,113
-241,896
162
$438K 0.01%
960
-1,065
163
$328K ﹤0.01%
34,727
-26,243
164
$289K ﹤0.01%
1,649
-5,812
165
$257K ﹤0.01%
+3,858
166
– –
-20,374
167
– –
-29,910
168
– –
-22,020
169
– –
-3,152
170
– –
-374,393
171
– –
-3,327
172
– –
-49,106
173
– –
-13,700
174
– –
-47,818
175
– –
-67,440
4 5 6
7
8