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
$2.4B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$7.14M
3
+$4.54M
4
AAPL icon
Apple
AAPL
+$4.28M
5
LOW icon
Lowe's Companies
LOW
+$4.17M

Top Sells

1
+$14.2M
2
+$3.53M
3
+$2.98M
4
MA icon
Mastercard
MA
+$2.36M
5
SYY icon
Sysco
SYY
+$1.69M

Sector Composition

1 Technology 8.5%
2 Healthcare 8.33%
3 Consumer Staples 7.37%
4 Financials 6.2%
5 Consumer Discretionary 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$393K 0.02%
14,160
477
$393K 0.02%
+1,504
478
$392K 0.02%
10,396
+1,713
479
$386K 0.02%
60,115
+1,253
480
$383K 0.02%
14,025
+1,818
481
$382K 0.02%
2,790
+130
482
$379K 0.02%
5,129
-23
483
$377K 0.02%
4,498
-2,272
484
$376K 0.02%
10,883
-351
485
$375K 0.02%
5,485
486
$375K 0.02%
+5,536
487
$374K 0.02%
39,766
488
$373K 0.02%
2,516
+43
489
$372K 0.02%
4,800
+83
490
$371K 0.02%
3,620
-165
491
$370K 0.02%
58,219
+10,266
492
$368K 0.02%
4,638
-5
493
$368K 0.02%
28,938
+3,103
494
$367K 0.02%
21,296
495
$365K 0.02%
1,685
+360
496
$365K 0.02%
+15,420
497
$364K 0.02%
+3,038
498
$364K 0.02%
8,200
+675
499
$363K 0.02%
18,160
+6,789
500
$361K 0.02%
14,543
18 19
20
21 22