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
$1.21B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$8.69M
3
+$7.95M
4
ABBV icon
AbbVie
ABBV
+$7.17M
5
ABT icon
Abbott
ABT
+$6.56M

Top Sells

1
+$1.65M
2
+$1.06M
3
+$913K
4
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$659K
5
CB
CHUBB CORPORATION
CB
+$579K

Sector Composition

1 Healthcare 13.58%
2 Financials 10.32%
3 Technology 10.29%
4 Consumer Staples 8.47%
5 Industrials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$239K 0.02%
18,768
+2,036
452
$238K 0.02%
+3,420
453
$238K 0.02%
+8,554
454
$237K 0.02%
+2,538
455
$237K 0.02%
+5,493
456
$233K 0.02%
7,240
-1,594
457
$233K 0.02%
+6,663
458
$230K 0.02%
4,188
+328
459
$230K 0.02%
+2,427
460
$230K 0.02%
+2,979
461
$230K 0.02%
+2,578
462
$227K 0.02%
15,418
+191
463
$225K 0.02%
+3,034
464
$225K 0.02%
+4,219
465
$225K 0.02%
+3,774
466
$222K 0.02%
+5,829
467
$222K 0.02%
+13,440
468
$220K 0.02%
9,469
+3,608
469
$220K 0.02%
22,880
+292
470
$220K 0.02%
15,275
+4,718
471
$219K 0.02%
+8,800
472
$219K 0.02%
+6,000
473
$219K 0.02%
+3,888
474
$217K 0.02%
+9,099
475
$215K 0.02%
21,903
+1,425
17 18
19
20 21