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
326
$281 0.04%
2,499
+12
327
$281 0.04%
3,121
-564
328
$280 0.04%
2,091
-300
329
$279 0.04%
3,407
-539
330
$276 0.04%
26,156
-144
331
$276 0.04%
1,694
-195
332
$274 0.04%
3,768
+367
333
$273 0.04%
+18,090
334
$272 0.04%
+20,478
335
$270 0.04%
6,045
-492
336
$264 0.04%
2,548
-39
337
$262 0.04%
+2,097
338
$256 0.04%
16,717
-44,727
339
$256 0.04%
7,826
+582
340
$253 0.04%
12,444
-1,188
341
$252 0.04%
4,001
-59
342
$251 0.04%
4,849
+764
343
$245 0.04%
5,399
344
$244 0.04%
6,722
-429
345
$243 0.04%
16,732
-1,012
346
$242 0.04%
+10,648
347
$241 0.04%
+1,491
348
$239 0.04%
2,523
-276
349
$239 0.04%
5,733
-210
350
$238 0.04%
+1,398
12 13
14
15 16