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
126
$1.94K 0.15%
40,802
-2,644
127
$1.93K 0.15%
13,132
-247
128
$1.9K 0.14%
45,367
-1,303
129
$1.89K 0.14%
50,692
+686
130
$1.88K 0.14%
34,874
-43
131
$1.87K 0.14%
67,432
+5,814
132
$1.82K 0.14%
36,283
-4,228
133
$1.81K 0.14%
34,703
+1,163
134
$1.8K 0.14%
27,217
-759
135
$1.77K 0.13%
48,439
-4,020
136
$1.76K 0.13%
26,992
-1,532
137
$1.76K 0.13%
22,540
+2,521
138
$1.76K 0.13%
58,839
-732
139
$1.74K 0.13%
64,796
-1,896
140
$1.72K 0.13%
9,235
+2,207
141
$1.71K 0.13%
21,019
+747
142
$1.71K 0.13%
36,799
+6,798
143
$1.7K 0.13%
67,295
+1,426
144
$1.69K 0.13%
23,276
+40
145
$1.68K 0.13%
23,940
+450
146
$1.68K 0.13%
20,584
+805
147
$1.63K 0.12%
10,997
-863
148
$1.63K 0.12%
8,832
+1,258
149
$1.62K 0.12%
9,809
-382
150
$1.6K 0.12%
41,219
-853
4 5
6
7 8