AT

Arden Trust Portfolio holdings

AUM $716M
1-Year Est. Return 17.63%
This Quarter Est. Return
1 Year Est. Return
+17.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$8.69M
3
+$7.95M
4
ABBV icon
AbbVie
ABBV
+$7.17M
5
ABT icon
Abbott
ABT
+$6.56M

Top Sells

1
+$1.65M
2
+$1.06M
3
+$913K
4
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$659K
5
CB
CHUBB CORPORATION
CB
+$579K

Sector Composition

1 Healthcare 13.58%
2 Financials 10.32%
3 Technology 10.29%
4 Consumer Staples 8.47%
5 Industrials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$856K 0.07%
13,094
+4,222
227
$856K 0.07%
11,231
+1,989
228
$847K 0.07%
20,693
+7,424
229
$832K 0.07%
17,534
+11,818
230
$819K 0.07%
21,745
+1,561
231
$807K 0.07%
9,999
+4,781
232
$793K 0.07%
25,329
+3,925
233
$790K 0.07%
6,099
-471
234
$787K 0.07%
34,134
-807
235
$775K 0.06%
16,328
+7,954
236
$772K 0.06%
16,875
+935
237
$771K 0.06%
39,622
+23,081
238
$769K 0.06%
+19,488
239
$763K 0.06%
15,353
+4,504
240
$760K 0.06%
17,575
+2,081
241
$759K 0.06%
17,924
+514
242
$759K 0.06%
+10,918
243
$755K 0.06%
82,576
+56,420
244
$751K 0.06%
14,449
+1,730
245
$745K 0.06%
4,904
+734
246
$743K 0.06%
+14,277
247
$741K 0.06%
6,042
-4,719
248
$738K 0.06%
56,723
+24,990
249
$738K 0.06%
22,432
+6,288
250
$731K 0.06%
12,959
+7,481
8 9
10
11 12