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
$1.33M
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$7.08K
2
+$6.44K
3
+$4.8K
4
CVX icon
Chevron
CVX
+$3.52K
5
AGN
Allergan plc
AGN
+$2.97K

Top Sells

1
+$4.48M
2
+$2.38M
3
+$1.45M
4
ALK icon
Alaska Air
ALK
+$1.11M
5
SIG icon
Signet Jewelers
SIG
+$855K

Sector Composition

1 Healthcare 14.38%
2 Technology 10.34%
3 Consumer Staples 9.86%
4 Financials 9.34%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.08K 0.38%
208,734
-7,431
52
$5.05K 0.38%
52,696
+1,247
53
$4.86K 0.37%
45,150
+5,206
54
$4.85K 0.37%
118,504
+1,912
55
$4.8K 0.36%
+44,752
56
$4.79K 0.36%
73,992
-2,899
57
$4.74K 0.36%
129,454
+29,226
58
$4.62K 0.35%
30,348
-916
59
$4.57K 0.34%
18,891
-783
60
$4.57K 0.34%
30,916
+258
61
$4.56K 0.34%
62,305
+2,544
62
$4.19K 0.32%
66,872
+2,997
63
$4.17K 0.31%
42,318
+1,316
64
$3.96K 0.3%
53,619
+3,383
65
$3.93K 0.3%
56,228
-19,597
66
$3.9K 0.29%
26,951
+552
67
$3.8K 0.29%
44,252
-3,680
68
$3.75K 0.28%
52,596
-1,605
69
$3.72K 0.28%
42,654
+4,758
70
$3.68K 0.28%
14,824
+738
71
$3.56K 0.27%
10,407
-484
72
$3.37K 0.25%
32,387
+1,032
73
$3.35K 0.25%
29,551
+1,419
74
$3.33K 0.25%
36,256
-54
75
$3.33K 0.25%
44,002
+3,318
1 2
3
4 5