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Home > Institutional Investor > Diversified Trust Co > Profile

Instuitional Investor - Diversified Trust Co

Fund Profile
Filing Period:
Fund Name: Diversified Trust Co
Portfolio Value $2,974,748,125
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 707,727 $309,135,216 10.39%
2.
Vanguard Intl Equity Index Funds
 VWO 3,463,651 $194,449,414 6.53%
3.
Intl- Acadian - Com
 13,789,094 $163,404,981 5.49%
4.
Coca-Cola Consolidated Inc.
 COKE 146,860 $136,344,824 4.58%
5.
Intl - Causeway - Com
 11,473,744 $126,633,116 4.25%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)