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
301
$502K 0.04%
7,531
+2,577
302
$500K 0.04%
7,218
+1,324
303
$496K 0.04%
15,677
+3,098
304
$490K 0.04%
8,150
+1,088
305
$489K 0.04%
23,091
+2,712
306
$483K 0.04%
+17,276
307
$482K 0.04%
+38,510
308
$481K 0.04%
12,896
+2,350
309
$477K 0.04%
8,083
+1,653
310
$473K 0.04%
4,866
+1,867
311
$472K 0.04%
7,401
+4,760
312
$470K 0.04%
+2,482
313
$462K 0.04%
4,257
+1,709
314
$458K 0.04%
3,298
+419
315
$454K 0.04%
5,978
+597
316
$450K 0.04%
4,331
+1,832
317
$449K 0.04%
+10,712
318
$447K 0.04%
2,610
+1,035
319
$441K 0.04%
45,134
+17,009
320
$435K 0.04%
+5,862
321
$433K 0.04%
5,928
+255
322
$429K 0.04%
10,593
+358
323
$424K 0.04%
12,931
-27,849
324
$424K 0.04%
17,398
+4,417
325
$422K 0.03%
10,755
+4,138
11 12
13
14 15