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
$1.25B
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$22.9M
2 +$431K
3 +$258K
4
PB icon
Prosperity Bancshares
PB
+$215K
5
EXC icon
Exelon
EXC
+$208K

Top Sells

1 +$4.12M
2 +$1.3M
3 +$1.21M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.19M
5
WMT icon
Walmart
WMT
+$945K

Sector Composition

1 Financials 14.33%
2 Technology 11.54%
3 Healthcare 10.56%
4 Industrials 8.02%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,580