AI

Ariel Investments Portfolio holdings

AUM $8.82B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.92B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$78.2M
3
+$66.1M
4
LAZ icon
Lazard
LAZ
+$47.7M
5
VZ icon
Verizon
VZ
+$31.5M

Top Sells

1
+$162M
2
+$142M
3
+$71.8M
4
FICO icon
Fair Isaac
FICO
+$38.9M
5
WU icon
Western Union
WU
+$34.8M

Sector Composition

1 Financials 20.84%
2 Industrials 20.13%
3 Healthcare 12.15%
4 Communication Services 11.08%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.71M 0.02%
54,750
+900
177
$1.64M 0.02%
43,553
+19,159
178
$1.61M 0.02%
33,472
-40,445
179
$1.6M 0.02%
29,509
-7,363
180
$1.59M 0.02%
20,390
+13,308
181
$1.5M 0.02%
20,409
+1,939
182
$1.38M 0.02%
10,833
+1,052
183
$1.34M 0.02%
+5,669
184
$1.32M 0.01%
+127,168
185
$1.02M 0.01%
28,334
+2,684
186
$530K 0.01%
3,500
+111
187
$431K ﹤0.01%
28,158
-212,678
188
– –
-61,450
189
– –
-8,950
190
– –
-167,525
191
– –
-2,006,554
192
– –
-2,311,309
193
– –
-182,915
194
– –
-154,683
4 5 6 7
8