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
$2.86B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.3M
3
+$8.56M
4
UNH icon
UnitedHealth
UNH
+$3.91M
5
DXCM icon
DexCom
DXCM
+$3.67M

Top Sells

1
+$6.62M
2
+$6.57M
3
+$4.31M
4
TFC icon
Truist Financial
TFC
+$4.23M
5
CB icon
Chubb
CB
+$3.85M

Sector Composition

1 Technology 9.13%
2 Healthcare 6.76%
3 Consumer Staples 5.95%
4 Financials 5.82%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
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827
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828
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829
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830
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831
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832
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833
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834
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835
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836
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837
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838
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839
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840
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-95,700
841
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842
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843
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844
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845
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-7,917
846
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847
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848
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-1,693
849
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850
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-11,877
32 33
34
35 36