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
251
$780 0.06%
6,676
-66
252
$766 0.06%
29,760
-2,005
253
$760 0.06%
17,193
-1,912
254
$755 0.06%
20,128
-20,124
255
$750 0.06%
16,585
+1,635
256
$750 0.06%
13,989
-2,377
257
$749 0.06%
8,971
+222
258
$745 0.06%
117,860
+69,110
259
$745 0.06%
6,702
+537
260
$744 0.06%
31,051
-1,277
261
$737 0.06%
14,552
-854
262
$736 0.06%
56,785
+1,880
263
$733 0.06%
9,042
+973
264
$715 0.05%
581
+33
265
$714 0.05%
8,553
+1,122
266
$709 0.05%
37,258
-1,491
267
$704 0.05%
126,851
+4,348
268
$697 0.05%
10,998
+1,472
269
$688 0.05%
46,417
-910
270
$685 0.05%
20,465
+2,845
271
$681 0.05%
14,238
-143
272
$680 0.05%
12,149
-970
273
$666 0.05%
10,091
-1,893
274
$651 0.05%
3
275
$640 0.05%
32,334
-1,595
9 10
11
12 13