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
526
$333K 0.01%
8,925
+450
527
$333K 0.01%
7,392
+91
528
$333K 0.01%
3,866
+865
529
$332K 0.01%
2,735
+423
530
$329K 0.01%
10,313
-2,301
531
$329K 0.01%
2,222
-4,047
532
$328K 0.01%
1,490
+323
533
$328K 0.01%
6,939
+1,259
534
$328K 0.01%
5,396
535
$326K 0.01%
7,444
+24
536
$326K 0.01%
8,276
+1,061
537
$325K 0.01%
6,950
+500
538
$324K 0.01%
8,489
-9
539
$323K 0.01%
+3,275
540
$322K 0.01%
25,682
+392
541
$322K 0.01%
4,500
-750
542
$321K 0.01%
2,702
-8
543
$320K 0.01%
5,668
+21
544
$318K 0.01%
+51,647
545
$318K 0.01%
+19,811
546
$318K 0.01%
+8,375
547
$318K 0.01%
19,348
-8
548
$318K 0.01%
+1,142
549
$317K 0.01%
5,724
-5,676
550
$316K 0.01%
9,125
-2,134
20 21
22
23 24