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 10.29%
4 Consumer Staples 8.47%
5 Industrials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.62M 0.13%
14,785
+7,235
127
$1.62M 0.13%
36,117
-363
128
$1.6M 0.13%
22,298
-133
129
$1.6M 0.13%
16,255
+3,049
130
$1.59M 0.13%
30,943
+1,090
131
$1.58M 0.13%
50,142
+1,615
132
$1.58M 0.13%
19,893
+3,628
133
$1.53M 0.13%
40,252
134
$1.51M 0.12%
25,874
-23
135
$1.5M 0.12%
36,321
+16,684
136
$1.5M 0.12%
42,582
+4,020
137
$1.5M 0.12%
19,565
+12,732
138
$1.49M 0.12%
+48,069
139
$1.49M 0.12%
33,666
+12,660
140
$1.47M 0.12%
41,108
+15,260
141
$1.47M 0.12%
6,837
-375
142
$1.47M 0.12%
7,154
+1,196
143
$1.44M 0.12%
37,007
+13,207
144
$1.43M 0.12%
53,612
+13,327
145
$1.43M 0.12%
27,372
+7,370
146
$1.42M 0.12%
28,533
+11,041
147
$1.41M 0.12%
32,426
+27,577
148
$1.4M 0.12%
103,279
+69,604
149
$1.4M 0.12%
13,365
-154
150
$1.4M 0.12%
54,281
+10,574
4 5
6
7 8