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
$8.61B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$33.5M
3
+$32.2M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$32.1M
5
PXD
Pioneer Natural Resource Co.
PXD
+$22.4M

Top Sells

1
+$36M
2
+$29.2M
3
+$26.4M
4
CBRE icon
CBRE Group
CBRE
+$22.1M
5
LH icon
Labcorp
LH
+$20.7M

Sector Composition

1 Financials 22.92%
2 Healthcare 13.48%
3 Industrials 13.29%
4 Technology 12.42%
5 Communication Services 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$251K ﹤0.01%
+22,020
177
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-28,683
178
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-181,030
179
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-79,796
180
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-10,258
181
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-315,027
182
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-5,708
183
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-137,068
184
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-97,171
185
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-106,688
186
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-591,796
187
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-1,883,876
188
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-56,112
4 5 6 7
8