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
326
$429 0.03%
9,683
-1,371
327
$427 0.03%
24,281
-381
328
$423 0.03%
6,586
+582
329
$421 0.03%
15,114
-703
330
$418 0.03%
10,253
+749
331
$417 0.03%
21,395
+7,495
332
$417 0.03%
3,675
+1,125
333
$410 0.03%
2,542
-20,352
334
$409 0.03%
10,211
+836
335
$405 0.03%
7,931
-3,648
336
$394 0.03%
11,746
+2,637
337
$394 0.03%
5,307
-124
338
$388 0.03%
3,133
+299
339
$387 0.03%
+46,080
340
$381 0.03%
5,426
+26
341
$372 0.03%
8,382
-1,170
342
$371 0.03%
4,819
-1,109
343
$371 0.03%
6,415
+1,628
344
$370 0.03%
+15,745
345
$368 0.03%
14,409
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346
$368 0.03%
7,506
-7,558
347
$368 0.03%
6,037
+66
348
$366 0.03%
5,549
349
$365 0.03%
7,342
+518
350
$364 0.03%
2,202
+265
12 13
14
15 16