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
$668K
AUM Growth
-$19.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$529
2
+$489
3
+$484
4
MBLY
Mobileye N.V.
MBLY
+$454
5
CMCSA icon
Comcast
CMCSA
+$409

Top Sells

1
+$1.42K
2
+$1K
3
+$840
4
UBSI icon
United Bankshares
UBSI
+$810
5
HMC icon
Honda
HMC
+$807

Sector Composition

1 Healthcare 16.87%
2 Financials 13.19%
3 Technology 12.24%
4 Industrials 10.75%
5 Consumer Staples 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.62K 0.84%
60,168
+353
27
$5.53K 0.83%
208,860
-7,573
28
$5.41K 0.81%
137,938
+8,869
29
$5.29K 0.79%
13,094
-513
30
$5.26K 0.79%
172,968
-585
31
$5.22K 0.78%
65,074
-5,725
32
$5.15K 0.77%
53,261
-932
33
$4.96K 0.74%
38,481
-5,698
34
$4.86K 0.73%
16,024
-106
35
$4.69K 0.7%
191,372
+580
36
$4.57K 0.68%
193,044
+6,603
37
$4.43K 0.66%
161,382
+196
38
$4.04K 0.61%
60,213
-2,595
39
$4.02K 0.6%
66,189
-318
40
$3.87K 0.58%
47,375
-4,807
41
$3.67K 0.55%
41,696
+596
42
$3.66K 0.55%
168,420
-29,440
43
$3.63K 0.54%
83,724
-4,064
44
$3.54K 0.53%
87,875
+472
45
$3.47K 0.52%
36,455
-549
46
$3.44K 0.52%
114,514
+13,592
47
$3.39K 0.51%
9,798
-228
48
$3.32K 0.5%
54,028
-3,414
49
$3.24K 0.48%
27,986
-691
50
$3.16K 0.47%
29,827
-616
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2
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