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
501
$157K 0.01%
15,048
+4,566
502
$155K 0.01%
+14,236
503
$146K 0.01%
+13,806
504
$130K 0.01%
+16,768
505
$126K 0.01%
+11,210
506
$120K 0.01%
+14,065
507
$105K 0.01%
+2,722
508
$101K 0.01%
+10,697
509
$92K 0.01%
+10,410
510
$88K 0.01%
+11,492
511
$77K 0.01%
+15,444
512
$70K 0.01%
+27,806
513
$64K 0.01%
+14,407
514
$61K 0.01%
+856
515
$58K ﹤0.01%
+4,502
516
$42K ﹤0.01%
+914
517
$34K ﹤0.01%
+13,200
518
$34K ﹤0.01%
+11,590
519
$33K ﹤0.01%
+10,296
520
$26K ﹤0.01%
104
521
$13K ﹤0.01%
+10,400
522
– –
-6,643
523
– –
-3,147
524
– –
-10,648
525
– –
-7,361
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