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 10.23%
4 Consumer Staples 8.47%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.2M 0.18%
15,744
+6,698
102
$2.2M 0.18%
69,304
+24,499
103
$2.2M 0.18%
45,742
+4,680
104
$2.19M 0.18%
20,318
+9,881
105
$2.18M 0.18%
31,629
+7,432
106
$2.08M 0.17%
11,971
+4,508
107
$2.03M 0.17%
35,369
+24,866
108
$2M 0.17%
33,214
+11,446
109
$2M 0.17%
73,906
+9,518
110
$2M 0.17%
9,661
+2,685
111
$2M 0.16%
29,689
+5,415
112
$1.98M 0.16%
+41,732
113
$1.98M 0.16%
14,346
+5,884
114
$1.93M 0.16%
54,028
+30,014
115
$1.91M 0.16%
43,251
+14,930
116
$1.91M 0.16%
21,370
+13,204
117
$1.89M 0.16%
59,544
+23,318
118
$1.89M 0.16%
24,556
+3,752
119
$1.86M 0.15%
22,360
+13,890
120
$1.83M 0.15%
33,103
-7,080
121
$1.76M 0.15%
24,571
+14,637
122
$1.75M 0.14%
36,826
+13,978
123
$1.72M 0.14%
60,133
+3,750
124
$1.71M 0.14%
+25,192
125
$1.66M 0.14%
+23,566
3 4
5
6 7