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
251
$731K 0.06%
90,904
+11,812
252
$730K 0.06%
573
+16
253
$728K 0.06%
51,500
254
$726K 0.06%
5,047
+3,649
255
$722K 0.06%
118,472
+11,577
256
$716K 0.06%
49,986
+1,844
257
$701K 0.06%
9,627
+4,308
258
$701K 0.06%
9,193
+663
259
$681K 0.06%
10,797
+80
260
$678K 0.06%
+24,168
261
$674K 0.06%
3,769
+1,094
262
$669K 0.06%
32,269
+6,672
263
$667K 0.06%
5,845
+2,933
264
$661K 0.05%
25,778
-1,672
265
$647K 0.05%
16,101
+8,891
266
$639K 0.05%
54,982
+21,065
267
$636K 0.05%
+21,680
268
$635K 0.05%
13,699
-2,604
269
$633K 0.05%
512
+185
270
$617K 0.05%
+17,745
271
$603K 0.05%
+15,000
272
$597K 0.05%
9,937
+3,491
273
$594K 0.05%
7,163
+4,921
274
$592K 0.05%
10,854
-877
275
$589K 0.05%
7,060
+4,512
9 10
11
12 13