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
$8.76B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$64.4M
2 +$40.4M
3 +$27.3M
4
NLSN
Nielsen Holdings plc
NLSN
+$20.4M
5
TGNA icon
TEGNA Inc
TGNA
+$16.1M

Top Sells

1 +$39.5M
2 +$24.7M
3 +$21.2M
4
AFL icon
Aflac
AFL
+$17.2M
5
LAZ icon
Lazard
LAZ
+$15M

Sector Composition

1 Financials 21.51%
2 Industrials 13.85%
3 Communication Services 13.03%
4 Technology 12.13%
5 Healthcare 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-730,560