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
$6.87B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$48.8M
2 +$48.6M
3 +$41.4M
4
FAF icon
First American
FAF
+$26.5M
5
CBRE icon
CBRE Group
CBRE
+$24M

Top Sells

1 +$40.8M
2 +$33.5M
3 +$24.9M
4
HSP
HOSPIRA INC
HSP
+$14.9M
5
STJ
St Jude Medical
STJ
+$11.5M

Sector Composition

1 Financials 24.26%
2 Industrials 17.22%
3 Communication Services 11.87%
4 Healthcare 11.3%
5 Consumer Discretionary 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-16,893
177
-386,995