DT

Diversified Trust Portfolio holdings

AUM $5.43B
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.4M
3
+$4.95M
4
AMGN icon
Amgen
AMGN
+$4.72M
5
QCOM icon
Qualcomm
QCOM
+$4.7M

Top Sells

1
+$8.72M
2
+$8.72M
3
+$6.82M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.62M
5
CCI icon
Crown Castle
CCI
+$4.95M

Sector Composition

1 Technology 12.21%
2 Consumer Staples 8.26%
3 Healthcare 6.98%
4 Financials 6.39%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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