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
76
$2.91M 0.24%
26,656
+5,178
77
$2.88M 0.24%
35,813
+13,109
78
$2.88M 0.24%
34,954
+15,619
79
$2.87M 0.24%
53,426
+15,426
80
$2.8M 0.23%
56,620
+22,527
81
$2.78M 0.23%
43,306
+33,896
82
$2.75M 0.23%
41,682
+28,974
83
$2.72M 0.22%
33,623
+14,702
84
$2.66M 0.22%
20,429
+5,225
85
$2.62M 0.22%
58,646
+13,718
86
$2.62M 0.22%
45,998
+26,914
87
$2.61M 0.22%
29,738
+18,675
88
$2.61M 0.22%
18,032
+6,942
89
$2.6M 0.21%
24,455
+2,939
90
$2.59M 0.21%
61,926
+32,153
91
$2.45M 0.2%
34,833
+23,000
92
$2.44M 0.2%
35,285
+6,113
93
$2.39M 0.2%
13,328
+1,201
94
$2.36M 0.19%
34,310
+5,560
95
$2.31M 0.19%
40,830
+11,065
96
$2.29M 0.19%
64,465
+6,453
97
$2.28M 0.19%
26,763
+7,882
98
$2.27M 0.19%
44,169
+7,896
99
$2.26M 0.19%
40,073
+33,966
100
$2.25M 0.19%
57,550
+16,546
2 3
4
5 6