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
$661M
AUM Growth
+$1.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$1.3M
3
+$882K
4
KMI icon
Kinder Morgan
KMI
+$702K
5
PX
Praxair Inc
PX
+$620K

Top Sells

1
+$2.8M
2
+$2.77M
3
+$2.7M
4
JCI icon
Johnson Controls International
JCI
+$1.65M
5
ASML icon
ASML
ASML
+$1.45M

Sector Composition

1 Healthcare 9.56%
2 Financials 8.89%
3 Technology 8.66%
4 Industrials 7.21%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
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