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
$873M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1 +$75.4M
2 +$46.4M
3 +$31.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$27.1M
5
GILD icon
Gilead Sciences
GILD
+$23.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.97%
2 Technology 11.08%
3 Consumer Staples 9.56%
4 Financials 8.89%
5 Energy 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$221K 0.03%
+7,118
77
$175K 0.02%
+13,600
78
$103K 0.01%
+14,900