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
$8.47B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$38.7M
3
+$28.6M
4
MAT icon
Mattel
MAT
+$18.9M
5
AFH
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
+$17.7M

Top Sells

1
+$64.3M
2
+$56.1M
3
+$50.2M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$39.2M
5
BRC icon
Brady Corp
BRC
+$33.9M

Sector Composition

1 Financials 21.83%
2 Industrials 16.26%
3 Communication Services 12.92%
4 Technology 12.22%
5 Healthcare 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.51M 0.02%
20,963
177
$1.27M 0.02%
+84,010
178
$1.26M 0.01%
+9,341
179
$1.17M 0.01%
+26,571
180
$1.15M 0.01%
+12,113
181
$1.12M 0.01%
9,576
182
$1.12M 0.01%
17,189
+1,661
183
$1.09M 0.01%
19,360
-123,978
184
$1.08M 0.01%
+12,602
185
$1.07M 0.01%
1,484
-198
186
$669K 0.01%
5,708
-18
187
$526K 0.01%
+23,127
188
$514K 0.01%
16,751
189
$493K 0.01%
17,529
-77
190
$298K ﹤0.01%
58,088
-839,645
191
– –
-171,476
192
– –
-7,303
193
– –
-81,956
194
– –
-33,445
195
– –
-14,068
196
– –
-594,714
197
– –
-205,510
198
– –
-94,498
199
– –
-510,371
4 5 6 7
8