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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
826
– –
-2,040
827
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-5,492
828
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-20,175
829
– –
-16,306
830
– –
-5,869
831
– –
-9,144
832
– –
-510
833
– –
-3,061
834
– –
-9,327
835
– –
-10,219
836
– –
-9,002
837
– –
-4,546
838
– –
-10,846
839
– –
-8,762
840
– –
-40,000
30 31 32 33
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