DT

Diversified Trust Portfolio holdings

AUM $5.01B
1-Year Est. Return 16.15%
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.59B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$6.15M
3
+$3.23M
4
TX icon
Ternium
TX
+$2.66M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.47M

Top Sells

1
+$6.48M
2
+$5.68M
3
+$3.75M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.42M
5
BABA icon
Alibaba
BABA
+$2.63M

Sector Composition

1 Technology 8.09%
2 Healthcare 6.11%
3 Financials 5.47%
4 Consumer Staples 4.67%
5 Consumer Discretionary 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$468K 0.02%
21,816
+3,372
377
$467K 0.02%
4,450
-458
378
$466K 0.02%
4,962
-1,221
379
$466K 0.02%
5,810
+1,187
380
$466K 0.02%
15,375
381
$465K 0.02%
4,235
+759
382
$465K 0.02%
3,040
+600
383
$464K 0.02%
12,108
+1,536
384
$463K 0.02%
7,429
-8,609
385
$462K 0.02%
27,211
+7,540
386
$462K 0.02%
3,217
+673
387
$456K 0.02%
3,158
-139
388
$455K 0.02%
2,900
389
$451K 0.02%
8,221
+3,133
390
$451K 0.02%
3,331
-1,900
391
$444K 0.02%
2,431
-163
392
$444K 0.02%
8,150
+50
393
$444K 0.02%
+23,599
394
$442K 0.02%
+5,361
395
$439K 0.02%
8,182
+1,404
396
$438K 0.02%
4,261
+101
397
$438K 0.02%
3,082
-966
398
$437K 0.02%
9,590
+2,876
399
$437K 0.02%
+4,951
400
$436K 0.02%
7,077
+2,000
14 15
16
17 18