AT

Arvest Trust Portfolio holdings

AUM $1.68B
1-Year Est. Return 14.24%
This Quarter Est. Return
1 Year Est. Return
+14.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.24M
3
+$1.09M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.01M
5
IPG icon
Interpublic Group of Companies
IPG
+$887K

Top Sells

1
+$7.88M
2
+$5.39M
3
+$5.17M
4
LEG icon
Leggett & Platt
LEG
+$4.82M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.97M

Sector Composition

1 Technology 9.68%
2 Healthcare 6.07%
3 Industrials 4.51%
4 Financials 4.5%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.14M 0.45%
205,194
+2,279
52
$6.38M 0.4%
66,342
-3,454
53
$6M 0.37%
54,672
+920
54
$5.58M 0.35%
123,443
-1,821
55
$4.44M 0.28%
27,210
+2,030
56
$4.11M 0.26%
110,356
+23,806
57
$3.94M 0.25%
8,329
+1,710
58
$3.69M 0.23%
19,009
+883
59
$3.68M 0.23%
34,570
-6,599
60
$3.68M 0.23%
18,014
-4,704
61
$3.32M 0.21%
17,865
+3,394
62
$3.3M 0.21%
47,574
+3,599
63
$2.97M 0.19%
57,230
+13,410
64
$2.93M 0.18%
10,172
+181
65
$2.73M 0.17%
43,661
+9,458
66
$2.69M 0.17%
29,239
+6,234
67
$2.68M 0.17%
76,053
+17,188
68
$2.56M 0.16%
44,249
+9,311
69
$2.54M 0.16%
47,566
+10,231
70
$2.53M 0.16%
225,797
+97,081
71
$2.5M 0.16%
7,523
-1,057
72
$2.5M 0.16%
78,402
-151,265
73
$2.5M 0.16%
26,582
+5,999
74
$2.43M 0.15%
69,951
+15,109
75
$2.31M 0.14%
38,069
+8,279
1 2
3
4 5