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
76
$2.07K 0.31%
15,204
-217
77
$2.06K 0.31%
21,478
+957
78
$2.04K 0.3%
29,172
-2,470
79
$2.01K 0.3%
18,881
-1,580
80
$1.98K 0.3%
40,234
+909
81
$1.96K 0.29%
35,114
-556
82
$1.9K 0.28%
9,498
+931
83
$1.88K 0.28%
44,928
-1,540
84
$1.87K 0.28%
24,274
-181
85
$1.84K 0.28%
56,383
-5,236
86
$1.82K 0.27%
22,704
+354
87
$1.78K 0.27%
27,424
-292
88
$1.77K 0.27%
19,335
-227
89
$1.76K 0.26%
64,388
-1,768
90
$1.76K 0.26%
29,765
-158
91
$1.76K 0.26%
34,093
-1,782
92
$1.75K 0.26%
25,897
-1,247
93
$1.75K 0.26%
14,972
+1,825
94
$1.73K 0.26%
36,480
-843
95
$1.72K 0.26%
41,004
-107
96
$1.71K 0.26%
7,212
-280
97
$1.7K 0.25%
22,431
-2,102
98
$1.7K 0.25%
21,768
-833
99
$1.68K 0.25%
25,728
-541
100
$1.68K 0.25%
18,921
-676
2 3
4
5 6