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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
PCORProcore Technologies Inc
Recent Activity
Increased 157.09%
0.1%
$3.795M
50,649 shares@ $74.93 avg price
VRTVertiv Holdings Co
Recent Activity
Increased 0.38%
0.1%
$3.714M
32,688 shares@ $113.61 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 0.75%
0.1%
$3.701M
12,644 shares@ $292.73 avg price
ADBEAdobe Inc
Recent Activity
Increased 27.56%
0.09%
$3.656M
8,222 shares@ $444.68 avg price
OMCOmnicom Group Inc
Recent Activity
Increased 8.14%
0.09%
$3.647M
42,385 shares@ $86.04 avg price
TEAMAtlassian Corporation
Recent Activity
Increased 23.17%
0.09%
$3.622M
14,881 shares@ $243.38 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 8.89%
0.09%
$3.558M
15,748 shares@ $225.91 avg price
BIIBBiogen Inc
Recent Activity
Increased 0.63%
0.09%
$3.506M
22,926 shares@ $152.92 avg price
FTAIFtai Aviation Ltd
Recent Activity
Increased 79.39%
0.09%
$3.38M
23,463 shares@ $144.04 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.85%
0.09%
$3.331M
69,663 shares@ $47.83 avg price