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
$2.13B
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$9.02M
3
+$7.31M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$6.52M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.02M

Top Sells

1
+$3M
2
+$1.69M
3
+$1.64M
4
HDB icon
HDFC Bank
HDB
+$1.6M
5
VTV icon
Vanguard Value ETF
VTV
+$1.51M

Sector Composition

1 Consumer Staples 4.4%
2 Healthcare 3.1%
3 Financials 3.06%
4 Technology 2.98%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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