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
$1.33M
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$7.08K
2
+$6.44K
3
+$4.8K
4
CVX icon
Chevron
CVX
+$3.52K
5
AGN
Allergan plc
AGN
+$2.97K

Top Sells

1
+$4.48M
2
+$2.38M
3
+$1.45M
4
ALK icon
Alaska Air
ALK
+$1.11M
5
SIG icon
Signet Jewelers
SIG
+$855K

Sector Composition

1 Healthcare 14.38%
2 Technology 10.29%
3 Consumer Staples 9.86%
4 Financials 9.34%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$900 0.07%
21,492
+4,822
227
$899 0.07%
9,236
+4,566
228
$898 0.07%
12,313
+531
229
$888 0.07%
20,716
-14,592
230
$887 0.07%
8,744
+1,593
231
$883 0.07%
4,598
-98
232
$880 0.07%
16,169
-1,413
233
$876 0.07%
25,499
-5
234
$873 0.07%
13,682
-11,055
235
$869 0.07%
10,919
-381
236
$866 0.07%
11,641
+5,135
237
$864 0.07%
35,477
-3,740
238
$842 0.06%
10,842
-810
239
$842 0.06%
49,801
+17,276
240
$842 0.06%
62,203
-1,264
241
$841 0.06%
81,473
+4,705
242
$831 0.06%
9,130
-322
243
$825 0.06%
74,324
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244
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7,301
+461
245
$816 0.06%
9,489
+300
246
$811 0.06%
17,827
+307
247
$809 0.06%
31,207
+6,546
248
$797 0.06%
15,575
+2,760
249
$795 0.06%
38,910
+24,792
250
$791 0.06%
13,955
-43
8 9
10
11 12