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
$1.25B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
709
New
Increased
Reduced
Closed

Top Buys

1 +$3.34M
2 +$3.22M
3 +$3.05M
4
META icon
Meta Platforms (Facebook)
META
+$2.93M
5
T icon
AT&T
T
+$2.89M

Top Sells

1 +$2.27M
2 +$1.68M
3 +$1.1M
4
ROP icon
Roper Technologies
ROP
+$1M
5
DOV icon
Dover
DOV
+$963K

Sector Composition

1 Healthcare 14.14%
2 Technology 11.24%
3 Financials 10.19%
4 Industrials 9.77%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.87M 0.15%
14,215
-494
127
$1.87M 0.15%
26,908
+536
128
$1.86M 0.15%
40,043
+3,058
129
$1.86M 0.15%
11,860
-320
130
$1.84M 0.15%
65,869
+6,854
131
$1.83M 0.15%
68,723
-35,718
132
$1.82M 0.15%
33,540
-2,307
133
$1.81M 0.14%
66,692
-8,290
134
$1.78M 0.14%
9,000
+707
135
$1.78M 0.14%
14,920
+4,577
136
$1.76M 0.14%
34,917
+61
137
$1.74M 0.14%
50,006
-298
138
$1.73M 0.14%
23,236
+74
139
$1.72M 0.14%
20,272
-1,926
140
$1.71M 0.14%
61,618
+8,628
141
$1.71M 0.14%
28,524
-405
142
$1.66M 0.13%
46,337
+3,085
143
$1.65M 0.13%
27,976
-232
144
$1.65M 0.13%
42,072
+239
145
$1.65M 0.13%
19,779
+664
146
$1.64M 0.13%
20,019
+40
147
$1.62M 0.13%
17,594
+4,640
148
$1.58M 0.13%
13,379
+241
149
$1.56M 0.12%
6,689
+87
150
$1.56M 0.12%
23,490
+2,378