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 10.29%
3 Consumer Staples 9.86%
4 Financials 9.34%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.26K 0.1%
14,069
-401
177
$1.24K 0.09%
9,422
-682
178
$1.23K 0.09%
23,544
-357
179
$1.23K 0.09%
10,528
+4,608
180
$1.22K 0.09%
15,869
+1,201
181
$1.21K 0.09%
25,181
+3,979
182
$1.2K 0.09%
25,273
+894
183
$1.2K 0.09%
31,673
+1,205
184
$1.19K 0.09%
22,017
-268
185
$1.19K 0.09%
15,661
+1,047
186
$1.19K 0.09%
21,977
-2,210
187
$1.18K 0.09%
106,237
-2,622
188
$1.17K 0.09%
16,361
-515
189
$1.17K 0.09%
46,204
-776
190
$1.16K 0.09%
18,200
-2,328
191
$1.15K 0.09%
44,994
+13,763
192
$1.14K 0.09%
21,212
-1,650
193
$1.14K 0.09%
52,884
+1,050
194
$1.14K 0.09%
43,292
-973
195
$1.11K 0.08%
83,802
-1,224
196
$1.11K 0.08%
14,000
-1,057
197
$1.1K 0.08%
19,228
-239
198
$1.1K 0.08%
126,216
+11,142
199
$1.08K 0.08%
21,888
+3,722
200
$1.08K 0.08%
26,241
+789
6 7
8
9 10