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
$643M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.14M
3
+$2.05M
4
AVGO icon
Broadcom
AVGO
+$1.82M
5
JCI icon
Johnson Controls International
JCI
+$1.56M

Top Sells

1
+$2.07M
2
+$1.05M
3
+$992K
4
MSFT icon
Microsoft
MSFT
+$800K
5
CCK icon
Crown Holdings
CCK
+$724K

Sector Composition

1 Technology 10.61%
2 Healthcare 9.84%
3 Financials 9.05%
4 Industrials 7.41%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 0.59%
162,714
+5
27
$3.71M 0.58%
37,356
-1,270
28
$3.7M 0.58%
68,851
-2,416
29
$3.57M 0.55%
87,368
-584
30
$3.57M 0.55%
44,994
-5,307
31
$3.56M 0.55%
35,185
-2,738
32
$3.55M 0.55%
35,299
-2,264
33
$3.5M 0.54%
55,266
-300
34
$3.46M 0.54%
72,442
-3,339
35
$3.27M 0.51%
11,956
-345
36
$3.25M 0.51%
96,653
-2,367
37
$3.25M 0.5%
+32,497
38
$3.19M 0.5%
40,731
-2,190
39
$3.18M 0.49%
22,867
-336
40
$3.16M 0.49%
38,658
-938
41
$3.14M 0.49%
+18,649
42
$2.78M 0.43%
20,068
-997
43
$2.63M 0.41%
36,420
-7,960
44
$2.61M 0.41%
76,604
-1,896
45
$2.46M 0.38%
15,707
-781
46
$2.42M 0.38%
55,727
-6,098
47
$2.41M 0.37%
22,097
-3,830
48
$2.4M 0.37%
25,383
-3,429
49
$2.4M 0.37%
35,546
-722
50
$2.35M 0.36%
36,225
-1,182
1
2
3 4 5