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
$661M
AUM Growth
+$1.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$1.3M
3
+$882K
4
KMI icon
Kinder Morgan
KMI
+$702K
5
PX
Praxair Inc
PX
+$620K

Top Sells

1
+$2.8M
2
+$2.77M
3
+$2.7M
4
JCI icon
Johnson Controls International
JCI
+$1.65M
5
ASML icon
ASML
ASML
+$1.45M

Sector Composition

1 Healthcare 9.56%
2 Financials 8.89%
3 Technology 8.71%
4 Industrials 7.15%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.35M 0.2%
12,915
+1,187
102
$1.32M 0.2%
14,398
-128
103
$1.28M 0.19%
8,971
-195
104
$1.28M 0.19%
4,169
+18
105
$1.28M 0.19%
5,678
+255
106
$1.27M 0.19%
3,942
+22
107
$1.26M 0.19%
15,021
-1,955
108
$1.26M 0.19%
6,337
-82
109
$1.25M 0.19%
20,201
-72
110
$1.25M 0.19%
6,572
+396
111
$1.23M 0.19%
10,982
-199
112
$1.22M 0.19%
6,979
-237
113
$1.22M 0.18%
9,088
-57
114
$1.22M 0.18%
16,913
-330
115
$1.21M 0.18%
22,075
-697
116
$1.19M 0.18%
18,301
-510
117
$1.19M 0.18%
17,483
+797
118
$1.19M 0.18%
15,795
-561
119
$1.17M 0.18%
14,415
-82
120
$1.12M 0.17%
14,016
+104
121
$1.11M 0.17%
41,310
-1,670
122
$1.11M 0.17%
21,993
+1
123
$1.1M 0.17%
18,083
-308
124
$1.1M 0.17%
21,246
-87
125
$1.09M 0.17%
11,192
-149
3 4
5
6 7