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
51
$4.38M 0.36%
40,455
+12,469
52
$4.25M 0.35%
43,055
+10,568
53
$4.21M 0.35%
56,863
+19,522
54
$4.18M 0.35%
115,729
+27,854
55
$4.08M 0.34%
45,327
+17,111
56
$4.06M 0.34%
84,200
+18,011
57
$3.93M 0.32%
162,601
+52,494
58
$3.9M 0.32%
45,071
+36,948
59
$3.77M 0.31%
41,773
+12,334
60
$3.67M 0.3%
12,349
+2,551
61
$3.55M 0.29%
49,350
+15,194
62
$3.54M 0.29%
42,344
+9,440
63
$3.48M 0.29%
28,464
+10,274
64
$3.47M 0.29%
39,227
+16,770
65
$3.43M 0.28%
69,229
+28,614
66
$3.39M 0.28%
24,521
+8,496
67
$3.37M 0.28%
7,252
+5,685
68
$3.36M 0.28%
52,989
+27,261
69
$3.24M 0.27%
77,050
+23,090
70
$3.19M 0.26%
66,442
+12,414
71
$3.17M 0.26%
32,292
+17,320
72
$3.06M 0.25%
49,808
+24,652
73
$3.04M 0.25%
54,071
+18,957
74
$3.04M 0.25%
50,666
+11,814
75
$3M 0.25%
52,267
+24,843
1 2
3
4 5