AT
Arden Trust Portfolio holdings
AUM
$716M
This Quarter Return
+4.55%
1 Year Return
+17.63%
3 Year Return
+22.55%
5 Year Return
+83.07%
10 Year Return
+181.13%
AUM
$554M
AUM Growth
+$554M
(+13%)
Cap. Flow
+$46.2M
Cap. Flow
% of AUM
8.34%
Top 10 Holdings %
Top 10 Hldgs %
29.37%
Holding
302
New
44
Increased
68
Reduced
161
Closed
19
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 10.44% |
| 2 | Healthcare | 7.32% |
| 3 | Industrials | 6.64% |
| 4 | Financials | 4.86% |
| 5 | Energy | 3.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Voya Financial
VOYA
$7.24B
| – | – | -4,681 | Closed | -$288K |
|
302
Weyerhaeuser
WY
$18.7B
| – | – | -8,127 | Closed | -$252K |
|