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
401
$300 0.02%
4,086
-540
402
$300 0.02%
+9,048
403
$299 0.02%
4,987
-649
404
$298 0.02%
2,952
-295
405
$295 0.02%
1,782
+302
406
$294 0.02%
2,878
+152
407
$294 0.02%
17,065
-755
408
$293 0.02%
4,607
+1,193
409
$293 0.02%
14,696
+2,001
410
$292 0.02%
20,244
+1,047
411
$290 0.02%
6,497
-520
412
$290 0.02%
20,220
+124
413
$287 0.02%
8,369
+1,195
414
$286 0.02%
+8,277
415
$285 0.02%
+5,908
416
$284 0.02%
10,803
-432
417
$283 0.02%
26,679
-3,016
418
$282 0.02%
18,227
+126
419
$276 0.02%
2,427
+9
420
$276 0.02%
+5,898
421
$274 0.02%
34,050
+6,800
422
$273 0.02%
4,317
-306
423
$273 0.02%
4,178
+302
424
$271 0.02%
1,792
+196
425
$269 0.02%
4,191
+398
15 16
17
18 19