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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
KOCoca Cola Co
Recent Activity
Decreased -0.85%
0.84%
$34.188M
549,114 shares@ $62.26 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.72%
0.77%
$31.525M
160,982 shares@ $195.83 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.96%
0.65%
$26.325M
58,077 shares@ $453.29 avg price
IVVIshares Tr
Recent Activity
Decreased -1.61%
0.64%
$25.86M
43,928 shares@ $588.68 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 14.13%
0.62%
$25.164M
49,745 shares@ $505.86 avg price
PGProcter And Gamble Co
Recent Activity
Increased 8.98%
0.58%
$23.76M
141,725 shares@ $167.66 avg price
GOOGAlphabet Inc
Recent Activity
Increased 2.61%
0.55%
$22.178M
116,457 shares@ $190.44 avg price
VTHRVanguard Scottsdale Fds
Recent Activity
Decreased -4.81%
0.54%
$21.838M
84,077 shares@ $259.75 avg price
TSLATesla Inc
Recent Activity
Increased 50.68%
0.53%
$21.557M
53,380 shares@ $403.84 avg price
MA15⤦Lsv Global Concentrated
Recent Activity
Increased 2.29%
0.49%
$19.713M
19.713M shares@ $1.0 avg price