
Diversified Trust Co
CIK Number: 0001479844
4.1B
Market Value
857
# of Holdings
12 months
Avg. Holding Period
39.66%
Win Rate
16.08%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | VOO | Vanguard 500 In... | 483.38 | -2.17% | 813.18K | +0.48% | 438.15M | 290.23 | 10.68% |
2 | VEU | Vanguard FTSE A... | 59.22 | -0.53% | 3.83M | +0.22% | 219.96M | 51.15 | 5.36% |
3 | COKE | Coca-Cola Conso... | 1399.54 | -0.2% | 146.25K | -0.01% | 184.27M | 91.54 | 4.49% |
4 | AAPL | Apple Inc. | 194.35 | -3.85% | 654.35K | +8.15% | 163.86M | 118.09 | 3.99% |
5 | SPY | SPDR S&P 500 ET... | 525.90 | -2.18% | 191.48K | -2.14% | 112.22M | 256.64 | 2.74% |
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