We are live on ! Find out more
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
$2.4B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$7.17M
3
+$4.7M
4
LH icon
Labcorp
LH
+$4.39M
5
LOW icon
Lowe's Companies
LOW
+$4.19M

Top Sells

1
+$13.5M
2
+$3.48M
3
+$3.1M
4
MA icon
Mastercard
MA
+$2.24M
5
SYY icon
Sysco
SYY
+$1.78M

Sector Composition

1 Technology 8.49%
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
776
– –
-2,077
777
– –
-6,291
778
– –
-15,400
779
– –
-8,872
780
– –
-5,558
781
– –
-5,836
782
– –
-3,464
783
– –
-4,580
784
– –
-3,864
785
– –
-15,836
786
– –
-605
787
– –
-10,625
788
– –
-2,027
789
– –
-1,248
790
– –
-5,945
791
– –
-1,798
792
– –
-8,449
793
– –
-3,086
794
– –
-5,346
795
– –
-9,797
796
– –
-5,945
797
– –
-45,750
798
– –
-9,207
799
– –
-14,502
800
– –
-147
30 31
32
33 34