DT

Diversified Trust Portfolio holdings

AUM $5.43B
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.1B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.28M
3
+$5.78M
4
CB icon
Chubb
CB
+$3.73M
5
NVDA icon
NVIDIA
NVDA
+$3.61M

Top Sells

1
+$5.86M
2
+$5.01M
3
+$4.06M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.81M
5
NFLX icon
Netflix
NFLX
+$3.6M

Sector Composition

1 Technology 15.05%
2 Consumer Staples 8.11%
3 Financials 6.98%
4 Healthcare 5.66%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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34 35
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