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
176
$908 0.14%
6,570
-22
177
$903 0.14%
4,017
-250
178
$902 0.13%
10,320
-1,652
179
$899 0.13%
20,002
+5,229
180
$882 0.13%
15,888
+244
181
$873 0.13%
15,080
-474
182
$859 0.13%
23,800
+219
183
$854 0.13%
7,550
+124
184
$853 0.13%
16,303
-2,333
185
$852 0.13%
18,188
-500
186
$843 0.13%
15,940
-3,107
187
$842 0.13%
12,983
-124
188
$840 0.13%
6,585
-425
189
$839 0.13%
6,541
-220
190
$835 0.12%
14,186
-992
191
$816 0.12%
8,123
+21
192
$811 0.12%
17,492
+269
193
$810 0.12%
8,660
-785
194
$808 0.12%
9,242
+407
195
$799 0.12%
1,567
-103
196
$794 0.12%
27,129
+2,549
197
$794 0.12%
24,014
+1,448
198
$792 0.12%
11,833
+276
199
$791 0.12%
14,949
-167
200
$791 0.12%
51,500
6 7
8
9 10