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
351
$233 0.03%
3,803
+50
352
$233 0.03%
7,920
-371
353
$230 0.03%
6,338
-1,210
354
$226 0.03%
4,194
-882
355
$223 0.03%
1,919
+10
356
$222 0.03%
+3,031
357
$221 0.03%
6,643
-1,156
358
$221 0.03%
3,147
+82
359
$220 0.03%
3,538
-13
360
$219 0.03%
7,497
-19
361
$218 0.03%
+4,890
362
$217 0.03%
+3,860
363
$217 0.03%
2,676
+274
364
$215 0.03%
+2,641
365
$214 0.03%
+6,416
366
$213 0.03%
+1,002
367
$213 0.03%
+15,227
368
$211 0.03%
+1,687
369
$211 0.03%
1,161
-155
370
$203 0.03%
+2,985
371
$202 0.03%
+2,103
372
$201 0.03%
+2,242
373
$182 0.03%
+10,097
374
$176 0.03%
10,557
-2,208
375
$168 0.03%
43,788
-1,626
13 14
15
16 17