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
$8.88B
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$81.8M
2
+$39.7M
3
+$38.9M
4
BIDU icon
Baidu
BIDU
+$32M
5
GCI
Gannett Co., Inc
GCI
+$26M

Top Sells

1
+$53.6M
2
+$39.5M
3
+$36.5M
4
ISCA
International Speedway Corp
ISCA
+$36.2M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$30M

Sector Composition

1 Financials 20.93%
2 Industrials 20.24%
3 Healthcare 12.73%
4 Communication Services 10.81%
5 Consumer Discretionary 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.64M 0.02%
155,892
+28,724
177
$1.54M 0.02%
119,875
178
$1.45M 0.02%
+133,775
179
$1.39M 0.02%
33,916
-263,465
180
$1.28M 0.01%
+917,492
181
$1.03M 0.01%
28,334
182
$693K 0.01%
12,834
-16,675
183
$501K 0.01%
3,706
+206
184
$392K ﹤0.01%
28,158
185
$291K ﹤0.01%
1,664
-23,085
186
– –
-404,425
187
– –
-3,944,160
188
– –
-20,409
189
– –
-35,226
190
– –
-945,336
191
– –
-1,586,020
192
– –
-1,793,268
193
– –
-693,819
4 5 6 7
8