Terry M. Stanford

@Diversified Trust Co

Latest period2024 - Q4

Reported11d ago

Managed Assets$4.103B

Total holdings925

Assets growth rate3.38%

Assets growth rate (2-Q avg)7.76%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Diversified Trust Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 925 positions.

Assets under management

The assets under management (AUM) of Diversified Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 4.103B in assets, with a quarterly growth rate of 3.38% and a 2-quarter average growth rate of 7.76%. The portfolio is managed by Terry M. Stanford, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CF10⤦Dtc Us Active Equity - Westfield Com Recent Activity New Position	3.34%	$136.743M 11.413M shares@ $11.99 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.11%	$4.377M 4,270 shares@ $1025.11 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.08%	$3.082M 27,880 shares@ $110.53 avg price	New Position
FIXComfort Sys Usa Inc Recent Activity New Position	0.08%	$2.998M 7,070 shares@ $424.06 avg price	New Position
JEFJefferies Finl Group Inc Recent Activity New Position	0.06%	$2.124M 27,088 shares@ $78.4 avg price	New Position
ALLEAllegion Plc Recent Activity New Position	0.05%	$1.773M 13,564 shares@ $130.68 avg price	New Position
CDWCdw Corp Recent Activity New Position	0.04%	$1.529M 8,783 shares@ $174.04 avg price	New Position
VLTOVeralto Corp Recent Activity New Position	0.04%	$1.528M 15,007 shares@ $101.85 avg price	New Position
PCVXVaxcyte Inc Recent Activity New Position	0.04%	$1.433M 17,502 shares@ $81.86 avg price	New Position
CCLCarnival Corp Recent Activity New Position	0.04%	$1.347M 54,038 shares@ $24.92 avg price	New Position