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
151
$1.54K 0.12%
38,488
-309
152
$1.52K 0.11%
23,558
+1,446
153
$1.52K 0.11%
26,575
+1,821
154
$1.51K 0.11%
18,745
+41
155
$1.49K 0.11%
18,826
+5,320
156
$1.49K 0.11%
17,523
-71
157
$1.47K 0.11%
12,818
+660
158
$1.45K 0.11%
53,453
-15,270
159
$1.45K 0.11%
6,380
-309
160
$1.44K 0.11%
4,129
-71
161
$1.44K 0.11%
19,150
-55
162
$1.43K 0.11%
28,874
+1,782
163
$1.41K 0.11%
32,470
-115
164
$1.4K 0.11%
39,287
-28,609
165
$1.4K 0.11%
46,245
+5,785
166
$1.39K 0.1%
24,426
-536
167
$1.39K 0.1%
16,353
+42
168
$1.36K 0.1%
45,810
+833
169
$1.36K 0.1%
37,718
-3,656
170
$1.35K 0.1%
19,367
+1,220
171
$1.33K 0.1%
+5,830
172
$1.31K 0.1%
55,782
+2,161
173
$1.27K 0.1%
101,423
+1,068
174
$1.27K 0.1%
28,395
+1,124
175
$1.26K 0.1%
9,143
+550
5 6
7
8 9