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
$1.2B
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$14.8M
3 +$12M
4
WMT icon
Walmart
WMT
+$1.62M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.37M

Top Sells

1 +$25.3M
2 +$13.9M
3 +$12.7M
4
HBAN icon
Huntington Bancshares
HBAN
+$517K
5
PG icon
Procter & Gamble
PG
+$399K

Sector Composition

1 Technology 12.08%
2 Healthcare 11.69%
3 Financials 11.19%
4 Industrials 7.75%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-152,731
102
-5,988
103
-1,956
104
-5,643