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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
CRMSalesforce Inc
Recent Activity
Increased 30.4%
0.13%
$5.316M
15,899 shares@ $334.33 avg price
FANGDiamondback Energy Inc
Recent Activity
Increased 1.62%
0.13%
$5.3M
32,348 shares@ $163.83 avg price
SYKStryker Corporation
Recent Activity
Increased 0.16%
0.13%
$5.258M
14,604 shares@ $360.05 avg price
TDGTransdigm Group Inc
Recent Activity
Increased 5.3%
0.13%
$5.091M
4,017 shares@ $1267.28 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.88%
0.13%
$5.018M
29,639 shares@ $169.3 avg price
GEVGe Vernova Inc
Recent Activity
Increased 61.95%
0.13%
$4.96M
15,079 shares@ $328.96 avg price
PPGPpg Inds Inc
Recent Activity
Increased 0.24%
0.12%
$4.841M
40,530 shares@ $119.45 avg price
VUGVanguard Index Fds
Recent Activity
Increased 0.7%
0.12%
$4.716M
11,490 shares@ $410.45 avg price
GEGe Aerospace
Recent Activity
Increased 32.11%
0.12%
$4.618M
27,689 shares@ $166.8 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 48.9%
0.12%
$4.573M
77,253 shares@ $59.21 avg price