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
476
$219 0.02%
+5,195
477
$218 0.02%
8,660
+869
478
$217 0.02%
8,079
+551
479
$217 0.02%
5,928
-31
480
$216 0.02%
1,137
-4,224
481
$215 0.02%
3,428
-306
482
$214 0.02%
3,572
-3,645
483
$214 0.02%
4,261
-670
484
$213 0.02%
5,248
-979
485
$212 0.02%
4,407
-373
486
$210 0.02%
+8,070
487
$209 0.02%
+4,606
488
$209 0.02%
+6,430
489
$208 0.02%
2,303
-640
490
$207 0.02%
4,701
+235
491
$206 0.02%
4,166
-261
492
$205 0.02%
+3,424
493
$204 0.02%
6,342
-19
494
$203 0.02%
+11,636
495
$203 0.02%
+2,939
496
$202 0.02%
14,800
-135
497
$202 0.02%
68,010
+6,918
498
$202 0.02%
4,870
-2,747
499
$199 0.02%
19,780
+5,828
500
$185 0.01%
12,543
-1,288
18 19
20
21 22