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
101
$2.53K 0.19%
19,338
+4,418
102
$2.5K 0.19%
107,205
-2,631
103
$2.48K 0.19%
32,758
-745
104
$2.47K 0.19%
45,613
+835
105
$2.45K 0.18%
79,364
+7,523
106
$2.37K 0.18%
19,375
-157
107
$2.36K 0.18%
30,275
+884
108
$2.35K 0.18%
30,811
+3,903
109
$2.34K 0.18%
55,190
-6,479
110
$2.34K 0.18%
150,260
+2,580
111
$2.33K 0.18%
60,022
-1,670
112
$2.32K 0.17%
53,192
-1,449
113
$2.31K 0.17%
50,814
-14,752
114
$2.31K 0.17%
22,305
-572
115
$2.3K 0.17%
59,544
+682
116
$2.25K 0.17%
16,179
+1,964
117
$2.25K 0.17%
42,312
+2,269
118
$2.09K 0.16%
37,887
-19,974
119
$2.09K 0.16%
26,282
+818
120
$2.08K 0.16%
24,964
-369
121
$2.07K 0.16%
30,210
-3,765
122
$2.07K 0.16%
45,611
-726
123
$2.01K 0.15%
9,039
+39
124
$2K 0.15%
15,186
-373
125
$1.96K 0.15%
35,126
-2,016
3 4
5
6 7