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

Top Buys

1
+$12.8M
2
+$9.98M
3
+$8.38M
4
DXCM icon
DexCom
DXCM
+$4.29M
5
UNH icon
UnitedHealth
UNH
+$4.13M

Top Sells

1
+$5.95M
2
+$5.68M
3
+$4.46M
4
CB icon
Chubb
CB
+$4.05M
5
PSA icon
Public Storage
PSA
+$4.03M

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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-1,997
827
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828
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-8,133
829
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-14,980
830
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831
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-32,964
832
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-1,995
833
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-536
834
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-7,917
835
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-6,202
836
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-572
837
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-1,693
838
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-17,232
839
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-11,877
840
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-3,935
841
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-4,125
842
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843
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844
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845
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846
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-22,696
847
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-4,386
848
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-1,343
849
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-11,242
850
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-13,726
32 33
34
35 36