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
76
$3.31K 0.25%
41,966
-1,260
77
$3.28K 0.25%
59,346
+11,234
78
$3.24K 0.24%
23,813
-1,990
79
$3.23K 0.24%
91,017
+11,527
80
$3.12K 0.23%
51,268
+385
81
$3.06K 0.23%
19,516
+76
82
$3.02K 0.23%
52,963
-937
83
$2.99K 0.23%
35,816
+200
84
$2.96K 0.22%
26,022
-720
85
$2.96K 0.22%
28,364
-1,061
86
$2.95K 0.22%
58,088
+2,345
87
$2.92K 0.22%
48,974
-765
88
$2.9K 0.22%
54,157
-2,113
89
$2.9K 0.22%
36,608
-1,277
90
$2.88K 0.22%
48,351
+1,136
91
$2.85K 0.21%
49,285
+3,152
92
$2.85K 0.21%
53,270
+3,052
93
$2.84K 0.21%
49,773
-28,265
94
$2.78K 0.21%
24,612
+1,819
95
$2.77K 0.21%
153,465
+2,820
96
$2.77K 0.21%
23,359
-948
97
$2.76K 0.21%
20,953
-732
98
$2.7K 0.2%
43,726
-912
99
$2.63K 0.2%
38,782
+3,000
100
$2.53K 0.19%
28,570
-3,399
2 3
4
5 6