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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
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
AVGOBroadcom Inc
Recent Activity
Increased 5.55%
1.03%
$42.257M
182,266 shares@ $231.85 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.47%
0.88%
$36.056M
124,410 shares@ $289.82 avg price
IJHIshares Tr
Recent Activity
Increased 0.07%
0.84%
$34.455M
552,968 shares@ $62.31 avg price