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
1
$20.1M 1.66%
270,558
+106,946
2
$19.8M 1.64%
718,152
+315,256
3
$18.5M 1.53%
418,705
+133,010
4
$17.6M 1.45%
145,270
+50,636
5
$17M 1.41%
182,552
+49,134
6
$15.2M 1.25%
378,541
+240,603
7
$14.6M 1.21%
239,969
+75,471
8
$14M 1.16%
121,175
+49,973
9
$12M 0.99%
166,643
+83,071
10
$11.3M 0.93%
457,915
+131,237
11
$11.1M 0.91%
234,750
+76,627
12
$10.9M 0.9%
211,375
+38,577
13
$10.3M 0.85%
106,913
+19,045
14
$10M 0.83%
98,051
+19,533
15
$9.82M 0.81%
104,150
+43,982
16
$9.81M 0.81%
314,560
+105,700
17
$9.79M 0.81%
84,370
+20,610
18
$9.66M 0.8%
320,485
+147,517
19
$9.59M 0.79%
176,320
+131,779
20
$9.52M 0.79%
218,766
+69,338
21
$9.25M 0.76%
310,308
+133,360
22
$9.04M 0.75%
114,642
+16,414
23
$9.04M 0.75%
166,174
+36,379
24
$8.88M 0.73%
230,577
+48
25
$8.42M 0.7%
60,755
+21,114
1
2 3 4 5