AT
Arden Trust Portfolio holdings
AUM
$716M
1-Year Return
17.63%
This Quarter Return
+1.5%
1 Year Return
+17.63%
3 Year Return
+22.55%
5 Year Return
+83.07%
10 Year Return
+181.13%
AUM
$688K
AUM Growth
-$722M
(-100%)
Cap. Flow
-$331M
Cap. Flow
% of AUM
-48,112.76%
Top 10 Holdings %
Top 10 Hldgs %
17.61%
Holding
495
New
164
Increased
250
Reduced
6
Closed
74
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$5.45K |
| 2 |
Exxon Mobil
XOM
|
$4.77K |
| 3 |
Microsoft
MSFT
|
$4.73K |
| 4 |
Apple
AAPL
|
$4.39K |
| 5 |
Wells Fargo
WFC
|
$4.35K |
Top Sells
Sector Composition
| 1 | Healthcare | 16.53% |
| 2 | Financials | 12.86% |
| 3 | Technology | 12.47% |
| 4 | Industrials | 11.04% |
| 5 | Consumer Staples | 9.44% |