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
176
$1.19M 0.1%
21,646
+14,124
177
$1.19M 0.1%
6,261
+544
178
$1.19M 0.1%
15,053
+1,519
179
$1.17M 0.1%
82,881
+15,057
180
$1.17M 0.1%
20,542
+5,593
181
$1.17M 0.1%
65,559
-2,736
182
$1.16M 0.1%
42,835
+11,454
183
$1.15M 0.1%
21,221
+3,354
184
$1.15M 0.09%
15,017
+4,697
185
$1.13M 0.09%
15,921
-3,283
186
$1.12M 0.09%
4,893
-4,605
187
$1.12M 0.09%
16,423
+8,356
188
$1.1M 0.09%
10,059
+3,474
189
$1.09M 0.09%
12,106
+3,446
190
$1.09M 0.09%
15,678
+9,049
191
$1.08M 0.09%
141,399
+2,994
192
$1.07M 0.09%
17,533
-10,749
193
$1.07M 0.09%
10,533
+8,436
194
$1.06M 0.09%
109,735
+36,422
195
$1.06M 0.09%
29,640
+5,812
196
$1.04M 0.09%
122,812
+17,746
197
$1.03M 0.08%
79,000
+10,745
198
$1.02M 0.08%
8,838
+3,936
199
$1.02M 0.08%
27,169
+494
200
$1.01M 0.08%
9,747
+1,282
6 7
8
9 10