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
$4.04B
AUM Growth
-$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$6.8M
3
+$4.48M
4
V icon
Visa
V
+$4.06M
5
RY icon
Royal Bank of Canada
RY
+$3.8M

Top Sells

1
+$8.08M
2
+$6.62M
3
+$6.49M
4
HCA icon
HCA Healthcare
HCA
+$4.05M
5
BIIB icon
Biogen
BIIB
+$3.51M

Sector Composition

1 Technology 13.28%
2 Consumer Staples 8.97%
3 Financials 7.47%
4 Healthcare 6.14%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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