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
$8.88B
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$81.8M
2
+$39.7M
3
+$38.9M
4
BIDU icon
Baidu
BIDU
+$32M
5
GCI
Gannett Co., Inc
GCI
+$26M

Top Sells

1
+$53.6M
2
+$39.5M
3
+$36.5M
4
ISCA
International Speedway Corp
ISCA
+$36.2M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$30M

Sector Composition

1 Financials 20.93%
2 Industrials 20.24%
3 Healthcare 12.73%
4 Communication Services 10.81%
5 Consumer Discretionary 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$314M 3.54%
5,590,257
-246,185
2
$286M 3.22%
7,685,327
-17,985
3
$280M 3.15%
8,211,313
+17,720
4
$267M 3%
5,005,864
+256,520
5
$236M 2.66%
1,379,480
-62,718
6
$212M 2.38%
5,771,207
-986,587
7
$210M 2.36%
10,319,401
-1,945,306
8
$205M 2.31%
1,891,086
-21,685
9
$190M 2.14%
9,870,622
+517,315
10
$184M 2.07%
2,828,305
+596,634
11
$182M 2.05%
1,747,328
+112,138
12
$169M 1.9%
1,122,983
-18,159
13
$161M 1.81%
1,530,862
-147,755
14
$157M 1.77%
7,640,931
-2,612,754
15
$156M 1.76%
6,848,462
+599,020
16
$150M 1.68%
3,637,891
-160,100
17
$143M 1.61%
899,207
-31,891
18
$133M 1.49%
3,588,010
-164,482
19
$133M 1.49%
7,751,454
-107,405
20
$130M 1.47%
4,190,518
+326,710
21
$130M 1.46%
1,106,494
+214,849
22
$129M 1.45%
2,160,584
-33,606
23
$122M 1.38%
4,945,092
+193,630
24
$120M 1.35%
1,129,796
+37,580
25
$118M 1.33%
1,679,650
-78,795
1
2 3 4 5