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
$7.96B
AUM Growth
-$86.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$27.3M
3
+$25.9M
4
PM icon
Philip Morris
PM
+$20.2M
5
BIDU icon
Baidu
BIDU
+$16.7M

Top Sells

1
+$43.7M
2
+$29M
3
+$14.6M
4
HLI icon
Houlihan Lokey
HLI
+$12.8M
5
MSGS icon
Madison Square Garden
MSGS
+$12.4M

Sector Composition

1 Financials 18.47%
2 Industrials 14.23%
3 Technology 13.47%
4 Communication Services 12.78%
5 Healthcare 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$306M 3.84%
2,283,189
-326,546
2
$276M 3.47%
3,520,818
+256,836
3
$216M 2.71%
4,021,932
-196,153
4
$197M 2.48%
5,739,016
+322,284
5
$195M 2.45%
5,264,557
-70,385
6
$194M 2.43%
1,651,311
+142,261
7
$177M 2.22%
1,537,719
-90,123
8
$168M 2.11%
2,492,927
+40,695
9
$164M 2.06%
7,257,522
+633,753
10
$162M 2.03%
1,799,327
+56,536
11
$159M 2%
1,071,831
-13,258
12
$157M 1.97%
7,556,573
+776,610
13
$156M 1.95%
3,257,536
-175,537
14
$154M 1.93%
13,696,438
+2,309,764
15
$153M 1.92%
11,967,811
+2,136,586
16
$148M 1.86%
5,852,060
+176,205
17
$146M 1.84%
698,672
-17,429
18
$139M 1.75%
840,846
-7,241
19
$132M 1.66%
950,255
+56,864
20
$128M 1.61%
5,657,563
+412,799
21
$128M 1.6%
1,421,098
-113,569
22
$122M 1.53%
570,136
-6,499
23
$116M 1.45%
815,507
-30,935
24
$114M 1.43%
806,778
+82,980
25
$113M 1.42%
3,795,661
-13,784
1
2 3 4 5