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
$3.04B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$11.3M
3
+$7.25M
4
TFC icon
Truist Financial
TFC
+$3.96M
5
OTIS icon
Otis Worldwide
OTIS
+$3.64M

Top Sells

1
+$54.2M
2
+$12.7M
3
+$9.4M
4
BAX icon
Baxter International
BAX
+$2.68M
5
CVX icon
Chevron
CVX
+$2.45M

Sector Composition

1 Technology 9.89%
2 Healthcare 6.27%
3 Consumer Staples 6.25%
4 Financials 5.86%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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883
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886
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890
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891
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897
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898
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899
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