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
101
$1.68K 0.25%
20,804
-130
102
$1.66K 0.25%
38,562
-2,530
103
$1.65K 0.25%
48,527
-5,237
104
$1.63K 0.24%
44,805
-12,241
105
$1.62K 0.24%
24,197
-1,003
106
$1.62K 0.24%
40,252
-20,130
107
$1.58K 0.24%
4,639
-295
108
$1.57K 0.23%
28,321
-421
109
$1.56K 0.23%
7,463
-118
110
$1.55K 0.23%
40,780
-6,692
111
$1.54K 0.23%
29,853
-3,457
112
$1.53K 0.23%
13,519
-523
113
$1.53K 0.23%
31,689
-1,371
114
$1.5K 0.22%
11,090
+1,173
115
$1.49K 0.22%
9,046
-589
116
$1.48K 0.22%
28,282
-1,535
117
$1.47K 0.22%
43,707
+1,787
118
$1.44K 0.22%
5,958
+199
119
$1.43K 0.21%
13,434
+255
120
$1.36K 0.2%
73,313
-5,470
121
$1.36K 0.2%
25,156
-552
122
$1.3K 0.2%
14,830
+1,550
123
$1.3K 0.19%
22,848
-487
124
$1.3K 0.19%
6,976
-345
125
$1.29K 0.19%
16,265
-532
3 4
5
6 7