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
151
$1.12K 0.17%
67,824
-16,803
152
$1.12K 0.17%
25,848
+590
153
$1.11K 0.17%
22,208
-893
154
$1.11K 0.17%
68,295
-5,232
155
$1.11K 0.17%
40,285
-1,727
156
$1.11K 0.17%
8,733
-214
157
$1.09K 0.16%
27,154
-3,716
158
$1.08K 0.16%
34,941
-2,649
159
$1.07K 0.16%
23,828
+576
160
$1.04K 0.16%
8,465
-626
161
$1.04K 0.16%
17,867
-40
162
$1.03K 0.15%
31,964
-3,048
163
$1.02K 0.15%
67,656
-3,597
164
$1.02K 0.15%
19,084
-2,418
165
$1.02K 0.15%
10,761
-190
166
$1.02K 0.15%
31,381
-627
167
$1.02K 0.15%
68,255
+1,010
168
$988 0.15%
48,142
-11,139
169
$987 0.15%
12,708
+1,450
170
$975 0.15%
20,184
-1,140
171
$963 0.14%
16,983
-1,293
172
$947 0.14%
19,637
-3,996
173
$926 0.14%
21,533
-2,090
174
$923 0.14%
17,410
-1,443
175
$921 0.14%
7,706
+119
5 6
7
8 9