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
$1.32B
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$19.7M
2 +$14.6M
3 +$8.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.81M

Top Sells

1 +$19.1M
2 +$17.7M
3 +$8.46M
4
PEP icon
PepsiCo
PEP
+$511K
5
JBHT icon
JB Hunt Transport Services
JBHT
+$445K

Sector Composition

1 Technology 13.99%
2 Financials 12.69%
3 Healthcare 10.61%
4 Industrials 7.02%
5 Energy 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,714
102
-192,355