ABTD

Arvest Bank Trust Division Portfolio holdings

AUM $1.71B
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$11M
3 +$5.41M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.03M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.58M

Top Sells

1 +$19.2M
2 +$15.6M
3 +$12M
4
STX icon
Seagate
STX
+$6.63M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.49M

Sector Composition

1 Healthcare 13.96%
2 Financials 12.04%
3 Technology 10.32%
4 Consumer Staples 6.54%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,000
102
-2,000