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Terry M. Stanford

@Diversified Trust Co

Latest period2024 - Q4ReportedManaged Assets$4.103BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Increased 0.49%
10.68%
$438.149M
813,178 shares@ $538.82 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 0.23%
5.37%
$219.964M
3.831M shares@ $57.42 avg price
AAPLApple Inc
Recent Activity
Increased 8.15%
4%
$163.861M
654,345 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.97%
2.28%
$93.507M
221,844 shares@ $421.51 avg price
NVDANvidia Corporation
Recent Activity
Increased 4.14%
2.16%
$88.557M
659,442 shares@ $134.3 avg price
VXFVanguard Index Fds
Recent Activity
Increased 1.07%
2.01%
$82.365M
433,547 shares@ $189.99 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 6.39%
1.39%
$56.626M
299,135 shares@ $189.31 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.54%
1.35%
$55.292M
252,024 shares@ $219.4 avg price
IEFAIshares Tr
Recent Activity
Increased 4.88%
1.3%
$53.06M
754,986 shares@ $70.29 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.31%
1.08%
$44.185M
75,464 shares@ $585.51 avg price