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
IBITIshares Bitcoin Trust Etf Recent Activity New Position	0.04%	$1.336M 25,175 shares@ $53.05 avg price	New Position
EXPDExpeditors Intl Wash Inc Recent Activity New Position	0.03%	$1.158M 10,455 shares@ $110.77 avg price	New Position
CPTCamden Ppty Tr Recent Activity New Position	0.03%	$1.093M 9,418 shares@ $116.04 avg price	New Position
OSOnestream Inc Recent Activity New Position	0.03%	$1.004M 35,200 shares@ $28.52 avg price	New Position
ONONOn Hldg Ag Recent Activity New Position	0.03%	$994,842 18,164 shares@ $54.77 avg price	New Position
BIOBio Rad Labs Inc Recent Activity New Position	0.03%	$957,935 2,916 shares@ $328.51 avg price	New Position
CELHCelsius Hldgs Inc Recent Activity New Position	0.03%	$868,930 32,989 shares@ $26.34 avg price	New Position
TSNTyson Foods Inc Recent Activity New Position	0.02%	$806,802 14,046 shares@ $57.44 avg price	New Position
QRVOQorvo Inc Recent Activity New Position	0.02%	$806,362 11,531 shares@ $69.93 avg price	New Position
DUOLDuolingo Inc Recent Activity New Position	0.02%	$783,988 2,418 shares@ $324.23 avg price	New Position