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
$6.87B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$47.8M
3
+$43.9M
4
FAF icon
First American
FAF
+$29M
5
CBRE icon
CBRE Group
CBRE
+$24M

Top Sells

1
+$45.1M
2
+$35.7M
3
+$24.7M
4
HSP
HOSPIRA INC
HSP
+$14.7M
5
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$13.9M

Sector Composition

1 Financials 24.26%
2 Industrials 17.22%
3 Communication Services 11.87%
4 Healthcare 11.3%
5 Consumer Discretionary 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$249M 3.62%
14,479,119
-2,080,387
2
$244M 3.55%
6,762,501
-119,440
3
$240M 3.49%
9,839,625
+1,189,255
4
$211M 3.06%
2,411,588
+547,156
5
$203M 2.95%
14,472,413
-242,317
6
$197M 2.86%
10,544,783
-147,070
7
$182M 2.65%
5,644,235
+303,450
8
$174M 2.53%
4,436,305
-374,800
9
$166M 2.41%
19,460,642
+701,991
10
$165M 2.4%
2,269,335
+602,698
11
$157M 2.28%
2,350,561
-30,912
12
$152M 2.21%
7,368,225
+206,130
13
$146M 2.13%
7,738,370
-360,098
14
$129M 1.88%
1,096,613
+84,207
15
$127M 1.86%
1,280,994
-38,517
16
$127M 1.85%
2,749,905
+15,455
17
$114M 1.66%
2,061,534
+6,810
18
$113M 1.65%
4,890,268
+1,036,900
19
$111M 1.62%
3,022,068
+91,164
20
$109M 1.58%
2,211,204
-917,170
21
$107M 1.56%
1,219,611
-43,578
22
$106M 1.54%
2,221,601
-46,500
23
$104M 1.51%
3,781,078
-116,890
24
$98.8M 1.44%
950,907
-71,861
25
$91.2M 1.33%
2,202,072
-230,938
1
2 3 4 5