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
$1.25B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
709
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$3.22M
3
+$3.05M
4
META icon
Meta Platforms (Facebook)
META
+$2.93M
5
T icon
AT&T
T
+$2.89M

Top Sells

1
+$2.27M
2
+$1.68M
3
+$1.1M
4
ROP icon
Roper Technologies
ROP
+$1M
5
DOV icon
Dover
DOV
+$963K

Sector Composition

1 Healthcare 14.14%
2 Technology 11.24%
3 Financials 10.19%
4 Industrials 9.77%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.12M 0.41%
19,674
+423
52
$4.93M 0.39%
216,165
+1,611
53
$4.87M 0.39%
76,891
-446
54
$4.83M 0.39%
51,449
+35,643
55
$4.77M 0.38%
116,592
+6,110
56
$4.69M 0.37%
31,264
+5,510
57
$4.66M 0.37%
78,038
+23,156
58
$4.48M 0.36%
45,222
-63
59
$4.34M 0.35%
30,658
+2,375
60
$4.22M 0.34%
59,761
+6,278
61
$4.21M 0.34%
39,944
-2,573
62
$4.1M 0.33%
41,002
+104
63
$3.87M 0.31%
47,932
+143
64
$3.75M 0.3%
26,399
-3,849
65
$3.71M 0.3%
10,891
-1,436
66
$3.67M 0.29%
22,894
+20,055
67
$3.67M 0.29%
63,875
+3,795
68
$3.56M 0.28%
57,861
+8,338
69
$3.5M 0.28%
31,355
+918
70
$3.43M 0.27%
54,201
-4,409
71
$3.34M 0.27%
53,900
-146
72
$3.27M 0.26%
35,616
+1,598
73
$3.26M 0.26%
50,236
-4,409
74
$3.26M 0.26%
36,310
-476
75
$3.25M 0.26%
28,132
+5,508
1 2
3
4 5