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
$1.8B
AUM Growth
-$99.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1 +$7.45M
2 +$4.78M
3 +$4.52M
4
CSCO icon
Cisco
CSCO
+$3.23M
5
MDLZ icon
Mondelez International
MDLZ
+$3.16M

Top Sells

1 +$9.03M
2 +$7.26M
3 +$6.03M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.63M
5
UNP icon
Union Pacific
UNP
+$1.71M

Sector Composition

1 Technology 10.51%
2 Healthcare 5.95%
3 Industrials 5%
4 Financials 4.7%
5 Communication Services 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,214