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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
$2.77B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.3M
3
+$3.77M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.7M
5
TEAM icon
Atlassian
TEAM
+$2.44M

Top Sells

1
+$11.4M
2
+$7.76M
3
+$3.34M
4
BIDU icon
Baidu
BIDU
+$2.75M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.64M

Sector Composition

1 Technology 8.53%
2 Healthcare 6.71%
3 Financials 5.27%
4 Consumer Staples 5.03%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
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852
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-5,085
853
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-8,230
854
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-4,466
855
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-6,516
856
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-8,675
857
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-4,454
858
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-22,063
859
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-6,795
860
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-1,585
861
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-733
862
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-1,671
863
– –
-7,438
864
– –
-10,721
865
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-6,225
866
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-3,425
867
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-16,675
868
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-10,847
869
– –
-26,181
870
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-14,209
871
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-21,782
872
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-2,338
873
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-1,533
874
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-5,876
875
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-1,865
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