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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
HDHome Depot Inc
| 0.46% | $18.596M 47,804 shares@ $389.0 avg price | Increased 21.52% |
JPMJpmorgan Chase & Co.
| 0.44% | $17.89M 74,631 shares@ $239.72 avg price | Increased 1.79% |
AGGIshares Tr
| 0.42% | $16.925M 174,660 shares@ $96.91 avg price | Decreased -18.13% |
VVisa Inc
| 0.4% | $16.354M 51,747 shares@ $316.04 avg price | Increased 7.56% |
AZOAutozone Inc
| 0.4% | $16.16M 5,047 shares@ $3202.0 avg price | Decreased -13.41% |
MRKMerck & Co Inc
| 0.4% | $16.112M 161,964 shares@ $99.48 avg price | Increased 4.31% |
CBChubb Limited
| 0.38% | $15.436M 55,866 shares@ $276.3 avg price | Increased 30.74% |
AXPAmerican Express Co
| 0.38% | $15.387M 51,846 shares@ $296.79 avg price | Decreased -0.78% |
MAMastercard Incorporated
| 0.37% | $15.008M 28,501 shares@ $526.57 avg price | Increased 29.29% |
IWMIshares Tr
| 0.37% | $14.959M 67,699 shares@ $220.97 avg price | Decreased -0.41% |