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 10.23%
4 Consumer Staples 8.47%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1M 0.08%
9,703
+5,689
202
$997K 0.08%
20,559
+6,596
203
$996K 0.08%
20,601
+8,597
204
$982K 0.08%
13,614
+6,967
205
$982K 0.08%
21,976
+6,484
206
$977K 0.08%
52,754
-750
207
$971K 0.08%
27,724
+570
208
$967K 0.08%
15,451
+5,866
209
$956K 0.08%
24,975
+3,442
210
$950K 0.08%
67,056
-600
211
$942K 0.08%
22,350
+4,705
212
$928K 0.08%
10,538
-517
213
$906K 0.07%
6,660
+119
214
$904K 0.07%
+22,704
215
$900K 0.07%
57,786
+32,303
216
$893K 0.07%
14,293
+107
217
$888K 0.07%
32,797
+833
218
$887K 0.07%
98,871
+57,528
219
$887K 0.07%
10,185
+6,763
220
$875K 0.07%
23,577
+10,340
221
$873K 0.07%
27,190
+61
222
$872K 0.07%
9,265
+2,285
223
$863K 0.07%
27,642
+16,591
224
$859K 0.07%
12,562
+398
225
$858K 0.07%
18,582
+11,778
7 8
9
10 11