AI

Ariel Investments Portfolio holdings

AUM $9.26B
1-Year Est. Return 21.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.7B
AUM Growth
-$2.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$89.3M
2
+$67.3M
3
+$64M
4
BIDU icon
Baidu
BIDU
+$41.2M
5
CVSA
Covista Inc
CVSA
+$40.2M

Top Sells

1
+$57.2M
2
+$48.4M
3
+$43.5M
4
MTSC
MTS Systems Corp
MTSC
+$35.7M
5
FLR icon
Fluor
FLR
+$31.2M

Sector Composition

1 Financials 19.2%
2 Healthcare 14.28%
3 Technology 13.97%
4 Communication Services 13.6%
5 Industrials 12.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,082,675
152
– –
-23,900
153
– –
-33,130
154
– –
-378,120
155
– –
-188,015
156
– –
-89,541
157
– –
-85,554
3 4 5 6
7