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
201
$1.07K 0.08%
8,970
-421
202
$1.06K 0.08%
29,562
+11,213
203
$1.03K 0.08%
22,176
-1,200
204
$1.03K 0.08%
824
-73
205
$1.03K 0.08%
14,400
206
$1.03K 0.08%
12,884
-694
207
$1.02K 0.08%
41,520
-452
208
$1.01K 0.08%
36,198
-1,720
209
$1K 0.08%
37,133
-1,352
210
$992 0.07%
2,718
-190
211
$984 0.07%
11,712
-1,525
212
$977 0.07%
51,500
213
$970 0.07%
21,041
+665
214
$968 0.07%
9,753
-284
215
$961 0.07%
28,563
+281
216
$960 0.07%
10,193
+1,585
217
$954 0.07%
74,650
-6,085
218
$953 0.07%
12,175
-150
219
$949 0.07%
6,253
-197
220
$946 0.07%
13,653
-278
221
$944 0.07%
13,482
-2,443
222
$937 0.07%
34,354
-778
223
$917 0.07%
10,413
-833
224
$915 0.07%
19,481
-20
225
$914 0.07%
9,027
+145
7 8
9
10 11