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
$668K
AUM Growth
-$19.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$529
2
+$489
3
+$484
4
MBLY
Mobileye N.V.
MBLY
+$454
5
CMCSA icon
Comcast
CMCSA
+$409

Top Sells

1
+$1.42K
2
+$1K
3
+$840
4
UBSI icon
United Bankshares
UBSI
+$810
5
HMC icon
Honda
HMC
+$807

Sector Composition

1 Healthcare 16.87%
2 Financials 13.19%
3 Technology 12.24%
4 Industrials 10.75%
5 Consumer Staples 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15K 0.47%
32,487
+1,079
52
$3.06K 0.46%
120,869
-3,797
53
$2.99K 0.45%
44,541
+282
54
$2.9K 0.43%
110,107
-5,326
55
$2.9K 0.43%
37,341
-1,288
56
$2.86K 0.43%
29,439
-1,897
57
$2.75K 0.41%
32,904
-696
58
$2.69K 0.4%
53,960
-1,350
59
$2.6K 0.39%
21,516
-631
60
$2.51K 0.38%
28,750
-1,248
61
$2.5K 0.37%
38,852
-1,701
62
$2.46K 0.37%
16,025
+182
63
$2.45K 0.37%
36,273
-631
64
$2.42K 0.36%
28,216
-1,429
65
$2.41K 0.36%
34,156
+999
66
$2.41K 0.36%
32,470
-438
67
$2.38K 0.36%
38,000
-4,523
68
$2.36K 0.35%
18,190
-207
69
$2.34K 0.35%
58,012
+2,223
70
$2.25K 0.34%
40,183
-1,840
71
$2.24K 0.34%
40,615
-2,336
72
$2.17K 0.32%
15,643
+283
73
$2.16K 0.32%
12,127
-745
74
$2.14K 0.32%
22,457
-1,345
75
$2.14K 0.32%
41,062
+1,009
1 2
3
4 5