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
$1.44B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$20.3M
2 +$8.54M
3 +$8.03M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.65M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$6.41M

Top Sells

1 +$15.8M
2 +$12.7M
3 +$9.88M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.56M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.48M

Sector Composition

1 Technology 13.84%
2 Financials 8.56%
3 Healthcare 7.58%
4 Industrials 5.81%
5 Energy 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$209K 0.01%
+2,466
102
$129K 0.01%
2,588
+481
103
-42,056
104
-152,475
105
-3,135