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
1
$13.6K 2.04%
163,612
-10,097
2
$13K 1.95%
133,418
-114
3
$12.6K 1.89%
402,896
-11,248
4
$12.6K 1.89%
285,695
-5,255
5
$12.1K 1.8%
94,634
-4,885
6
$11.1K 1.67%
164,498
+2,619
7
$9.72K 1.45%
172,798
-1,814
8
$9.69K 1.45%
230,529
9
$9.48K 1.42%
98,228
-2,891
10
$9.22K 1.38%
87,868
-2,307
11
$8.96K 1.34%
78,518
-2,294
12
$8.76K 1.31%
326,678
-1,817
13
$8.59K 1.29%
158,123
-220
14
$7.91K 1.18%
71,202
-9,038
15
$7.78K 1.16%
63,760
-3,943
16
$6.96K 1.04%
149,428
+3,374
17
$6.54K 0.98%
83,572
-65
18
$6.42K 0.96%
162,986
+17
19
$6.35K 0.95%
129,795
-4,150
20
$6.18K 0.92%
92,864
-2,232
21
$6.18K 0.92%
71,681
+1,121
22
$6.17K 0.92%
39,641
-2,510
23
$5.98K 0.9%
85,696
+731
24
$5.92K 0.89%
98,852
-6,330
25
$5.63K 0.84%
176,948
-1,235
1
2 3 4 5