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
126
$1.29K 0.19%
19,204
-1,418
127
$1.29K 0.19%
105,066
-3,107
128
$1.28K 0.19%
13,206
-339
129
$1.27K 0.19%
10,112
-1,059
130
$1.27K 0.19%
8,006
-233
131
$1.27K 0.19%
11,063
-559
132
$1.26K 0.19%
52,648
-3,573
133
$1.25K 0.19%
14,720
-1,151
134
$1.25K 0.19%
49,570
-987
135
$1.23K 0.18%
27,857
-1,762
136
$1.23K 0.18%
138,405
+3,533
137
$1.22K 0.18%
29,773
-707
138
$1.21K 0.18%
10,437
+801
139
$1.21K 0.18%
28,038
+378
140
$1.2K 0.18%
38,706
+2,092
141
$1.2K 0.18%
8,462
+109
142
$1.18K 0.18%
5,717
+2,366
143
$1.18K 0.18%
26,675
-788
144
$1.16K 0.17%
13,534
-417
145
$1.15K 0.17%
36,226
+4,054
146
$1.15K 0.17%
11,055
-239
147
$1.15K 0.17%
12,349
-1,003
148
$1.14K 0.17%
16,210
-237
149
$1.13K 0.17%
53,504
+2,769
150
$1.12K 0.17%
22,736
-932
4 5
6
7 8