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
26
$8.18M 0.68%
203,349
+163,115
27
$7.77M 0.64%
112,659
+40,978
28
$7.47M 0.62%
133,447
+47,751
29
$7.44M 0.61%
283,593
+122,211
30
$7.24M 0.6%
122,324
+29,460
31
$7.13M 0.59%
71,687
+18,426
32
$6.7M 0.55%
56,537
+18,056
33
$6.61M 0.55%
270,964
+79,592
34
$6.47M 0.53%
81,582
+16,508
35
$6.21M 0.51%
22,839
+6,815
36
$6.01M 0.5%
126,216
+108,028
37
$5.61M 0.46%
19,215
+6,121
38
$5.6M 0.46%
162,991
+5
39
$5.58M 0.46%
97,454
-1,398
40
$5.49M 0.45%
78,849
+18,636
41
$5.33M 0.44%
64,683
+22,987
42
$5.25M 0.43%
128,006
+44,282
43
$4.94M 0.41%
193,140
+24,720
44
$4.94M 0.41%
173,734
+59,220
45
$4.9M 0.4%
49,692
+13,237
46
$4.7M 0.39%
35,904
+20,261
47
$4.68M 0.39%
216,759
+23,715
48
$4.62M 0.38%
42,324
+12,497
49
$4.58M 0.38%
68,331
+35,861
50
$4.54M 0.37%
57,717
+10,342
1
2
3 4 5