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
$395M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.44%
2 Healthcare 11.11%
3 Industrials 10.12%
4 Financials 7.88%
5 Energy 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.39M 0.86%
30,699
+1,246
27
$3.37M 0.85%
47,278
-7,314
28
$3.3M 0.83%
18,572
+216
29
$3.06M 0.77%
38,991
+1,311
30
$2.88M 0.73%
95,347
+1,254
31
$2.85M 0.72%
65,140
-3,121
32
$2.82M 0.71%
24,938
-478
33
$2.79M 0.71%
17,304
-798
34
$2.77M 0.7%
87,102
-5,861
35
$2.7M 0.68%
44,153
+2,971
36
$2.69M 0.68%
162,264
37
$2.62M 0.66%
59,040
-1,720
38
$2.57M 0.65%
9,544
+1,292
39
$2.51M 0.63%
62,755
+1,140
40
$2.46M 0.62%
26,107
+1,603
41
$2.38M 0.6%
15,568
-2,361
42
$2.35M 0.59%
8,524
-733
43
$2.3M 0.58%
61,912
-582
44
$2.28M 0.58%
94,559
+133
45
$2.26M 0.57%
4,808
-291
46
$2.22M 0.56%
7,653
-976
47
$2.12M 0.54%
37,899
-2,263
48
$2.04M 0.52%
19,927
-485
49
$2.01M 0.51%
14,951
+617
50
$1.99M 0.5%
45,260
+11,000