DT

Diversified Trust Portfolio holdings

AUM $5.39B
1-Year Est. Return 21.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.4M
3
+$3.4M
4
MRK icon
Merck
MRK
+$3.16M
5
AMGN icon
Amgen
AMGN
+$2.89M

Top Sells

1
+$8.76M
2
+$5.1M
3
+$2.15M
4
TEL icon
TE Connectivity
TEL
+$2.09M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.04M

Sector Composition

1 Consumer Staples 4.08%
2 Healthcare 3.22%
3 Financials 2.78%
4 Technology 2.65%
5 Industrials 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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