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
451
$245 0.02%
3,317
+78
452
$244 0.02%
5,700
-36
453
$244 0.02%
+13,036
454
$243 0.02%
4,217
-90
455
$242 0.02%
2,417
-791
456
$242 0.02%
17,536
-877
457
$234 0.02%
465
-11
458
$233 0.02%
13,709
+820
459
$231 0.02%
9,100
+460
460
$231 0.02%
+10,690
461
$227 0.02%
+9,465
462
$227 0.02%
5,812
-583
463
$226 0.02%
+3,290
464
$226 0.02%
+6,015
465
$224 0.02%
+903
466
$224 0.02%
10,554
-2,595
467
$224 0.02%
14,925
-1,502
468
$223 0.02%
6,113
-4,847
469
$223 0.02%
6,613
-3,192
470
$223 0.02%
947
-232
471
$222 0.02%
3,030
-62
472
$221 0.02%
533
-6
473
$221 0.02%
24,675
+3,710
474
$219 0.02%
4,830
-547
475
$219 0.02%
8,065
-31
17 18
19
20 21