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
$668K
AUM Growth
-$19.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$529
2
+$489
3
+$484
4
MBLY
Mobileye N.V.
MBLY
+$454
5
CMCSA icon
Comcast
CMCSA
+$409

Top Sells

1
+$1.42K
2
+$1K
3
+$840
4
UBSI icon
United Bankshares
UBSI
+$810
5
HMC icon
Honda
HMC
+$807

Sector Composition

1 Healthcare 16.87%
2 Financials 13.19%
3 Technology 12.24%
4 Industrials 10.75%
5 Consumer Staples 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$407 0.06%
7,522
+2,906
277
$404 0.06%
6,446
+1,395
278
$401 0.06%
2,879
-266
279
$398 0.06%
6,358
-54
280
$391 0.06%
4,954
+214
281
$387 0.06%
12,471
+149
282
$385 0.06%
6,804
-2,508
283
$385 0.06%
16,541
-138
284
$383 0.06%
14,446
-733
285
$381 0.06%
6,617
+3,078
286
$381 0.06%
9,979
-561
287
$377 0.06%
36,334
+6,715
288
$376 0.06%
327
-23
289
$375 0.06%
5,390
+2,163
290
$374 0.06%
+11,242
291
$368 0.06%
6,888
-178
292
$366 0.05%
13,172
-2,342
293
$359 0.05%
8,998
+521
294
$358 0.05%
33,288
+11,920
295
$356 0.05%
6,107
-1,433
296
$355 0.05%
10,953
-24,893
297
$352 0.05%
5,478
+354
298
$351 0.05%
15,027
+27
299
$349 0.05%
2,999
+505
300
$344 0.05%
1,575
+16
10 11
12
13 14