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
301
$340 0.05%
12,000
302
$340 0.05%
5,256
-743
303
$336 0.05%
3,422
-323
304
$334 0.05%
2,548
-51
305
$332 0.05%
2,487
+841
306
$331 0.05%
20,140
+311
307
$329 0.05%
12,981
+332
308
$329 0.05%
3,008
-226
309
$325 0.05%
4,662
-1,663
310
$325 0.05%
22,588
-2,102
311
$321 0.05%
15,156
312
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2,912
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313
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9,036
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314
$310 0.05%
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315
$304 0.05%
2,048
-338
316
$302 0.05%
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317
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318
$302 0.05%
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319
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3,377
320
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14,000
321
$294 0.04%
28,125
+11,454
322
$293 0.04%
7,048
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323
$290 0.04%
7,361
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324
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+5,716
325
$282 0.04%
7,291
-465
11 12
13
14 15