AT

Arden Trust Portfolio holdings

AUM $716M
1-Year Est. Return 17.63%
This Fund
S&P 500
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 +$9.64M
2 +$9.25M
3 +$8.58M
4
XOM icon
Exxon Mobil
XOM
+$8.24M
5
ABT icon
Abbott
ABT
+$7.69M

Top Sells

1 +$1.82M
2 +$1.05M
3 +$988K
4
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$593K
5
CB
CHUBB CORPORATION
CB
+$577K

Sector Composition

1 Healthcare 13.58%
2 Financials 10.32%
3 Technology 10.23%
4 Consumer Staples 8.47%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-10,648
527
-7,361
528
-52,648
529
-4,971