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
$723M
AUM Growth
-$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1 +$4.05M
2 +$1.65M
3 +$664K
4
PX
Praxair Inc
PX
+$471K
5
KMI icon
Kinder Morgan
KMI
+$439K

Sector Composition

1 Healthcare 9.88%
2 Technology 7.73%
3 Financials 7.11%
4 Industrials 6.92%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$201K 0.03%
8,101
-2,721
327
$162K 0.02%
13,371
-127
328
$107K 0.01%
+38,952
329
$103K 0.01%
16,900
-919
330
$29K ﹤0.01%
3,418
-18
331
-10,037
332
-4,382
333
-238
334
-42,368
335
-7,473
336
-3,690
337
-2,594
338
-4,671
339
-30,351
340
-2,603
341
-10,939
342
-11,349
343
-2,535
344
-5,411
345
-12,862
346
-4,077
347
-38,936
348
-3,842