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
$8.18B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$31.1M
3
+$27.9M
4
GILD icon
Gilead Sciences
GILD
+$20M
5
GSK icon
GSK
GSK
+$17.5M

Top Sells

1
+$90.5M
2
+$63M
3
+$56M
4
HSP
HOSPIRA INC
HSP
+$51.2M
5
IPG icon
Interpublic Group of Companies
IPG
+$31.1M

Sector Composition

1 Financials 22.95%
2 Industrials 15.95%
3 Healthcare 12.05%
4 Communication Services 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$261M 3.2%
9,404,467
-198,561
2
$260M 3.18%
5,051,368
-1,221,856
3
$246M 3.01%
3,056,681
-161,278
4
$243M 2.97%
1,920,086
-160,624
5
$242M 2.96%
13,957,981
+211,639
6
$234M 2.86%
11,981,407
-1,596,521
7
$211M 2.58%
12,873,828
-251,008
8
$202M 2.47%
6,059,260
-22,311
9
$201M 2.46%
12,662,857
-225,881
10
$197M 2.41%
15,821,236
-961,395
11
$165M 2.02%
1,549,600
-59,916
12
$161M 1.97%
3,130,809
-997,041
13
$152M 1.86%
2,010,936
-95,946
14
$143M 1.75%
5,877,570
-666,166
15
$139M 1.7%
4,344,931
-649,701
16
$128M 1.56%
1,453,962
+66,435
17
$125M 1.53%
2,807,927
+626,328
18
$124M 1.52%
2,940,052
-167,674
19
$122M 1.49%
1,030,177
-184,361
20
$121M 1.48%
1,898,985
+42,140
21
$118M 1.44%
983,452
-41,277
22
$117M 1.43%
3,773,084
+181,559
23
$113M 1.38%
1,721,576
+472,581
24
$111M 1.36%
1,266,128
+69,961
25
$104M 1.28%
1,950,657
-58,605
1
2 3 4 5