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
151
$1.38M 0.11%
8,325
+319
152
$1.37M 0.11%
11,582
+2,849
153
$1.36M 0.11%
7,346
+3,329
154
$1.35M 0.11%
+16,450
155
$1.35M 0.11%
55,994
+6,424
156
$1.33M 0.11%
79,845
+61,755
157
$1.33M 0.11%
4,669
+30
158
$1.33M 0.11%
32,200
+511
159
$1.32M 0.11%
25,364
+8,381
160
$1.31M 0.11%
32,226
+4,188
161
$1.31M 0.11%
18,052
+3,222
162
$1.31M 0.11%
13,785
+351
163
$1.3M 0.11%
53,327
-67,542
164
$1.3M 0.11%
20,037
+3,827
165
$1.29M 0.11%
22,235
+9,252
166
$1.29M 0.11%
13,892
+1,543
167
$1.28M 0.11%
19,176
+4,096
168
$1.26M 0.1%
43,420
+4,714
169
$1.23M 0.1%
+11,240
170
$1.22M 0.1%
28,852
+995
171
$1.22M 0.1%
11,941
+4,235
172
$1.22M 0.1%
25,130
+2,394
173
$1.21M 0.1%
27,474
+5,266
174
$1.21M 0.1%
18,290
+12,900
175
$1.19M 0.1%
38,342
+19,841
5 6
7
8 9