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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
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804
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805
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806
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807
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808
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810
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815
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817
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823
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825
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