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
301
$530 0.04%
11,259
+462
302
$525 0.04%
3,148
+386
303
$521 0.04%
9,300
+748
304
$517 0.04%
13,629
-781
305
$516 0.04%
9,273
+385
306
$515 0.04%
11,993
-5,373
307
$514 0.04%
9,075
-3,927
308
$514 0.04%
19,212
+3,228
309
$506 0.04%
6,221
-1,404
310
$499 0.04%
17,215
+2,606
311
$490 0.04%
4,698
-1,621
312
$478 0.04%
3,792
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313
$478 0.04%
107,707
+6,355
314
$477 0.04%
12,985
+2,538
315
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9,118
-230
316
$465 0.04%
4,304
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317
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318
$454 0.03%
16,283
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319
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14,229
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320
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4,249
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321
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7,457
322
$440 0.03%
13,885
+4,632
323
$433 0.03%
17,749
-315
324
$430 0.03%
3,635
-498
325
$429 0.03%
3,816
+149
11 12
13
14 15