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
$2.39B
AUM Growth
-$478M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
894
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$2.52M
3
+$2.31M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.19M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.9M

Top Sells

1
+$27.3M
2
+$5.59M
3
+$4.42M
4
MDT icon
Medtronic
MDT
+$4.25M
5
ICE icon
Intercontinental Exchange
ICE
+$3.63M

Sector Composition

1 Technology 8.29%
2 Healthcare 7.17%
3 Consumer Staples 7.16%
4 Financials 5.54%
5 Consumer Discretionary 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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