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