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
376
$334 0.03%
3,674
-537
377
$332 0.03%
7,096
-109
378
$331 0.02%
42,987
-4,709
379
$331 0.02%
4,985
-53
380
$331 0.02%
4,308
-2,336
381
$329 0.02%
4,874
+1,398
382
$326 0.02%
13,306
+151
383
$325 0.02%
6,133
-973
384
$323 0.02%
19,907
+3,139
385
$321 0.02%
1,990
+127
386
$320 0.02%
+19,492
387
$318 0.02%
5,777
-764
388
$313 0.02%
16,335
+3,061
389
$312 0.02%
24,841
-4,136
390
$312 0.02%
7,777
-4,453
391
$311 0.02%
5,145
+132
392
$310 0.02%
+4,658
393
$310 0.02%
+8,718
394
$309 0.02%
2,756
+321
395
$309 0.02%
16,522
-3,050
396
$305 0.02%
21,515
-362
397
$303 0.02%
2,363
+122
398
$302 0.02%
9,439
+87
399
$301 0.02%
8,285
-1,546
400
$301 0.02%
3,682
+39
14 15
16
17 18