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Tom Woodward

@Woodward Diversified Capital, Llc

Latest period2024 - Q3ReportedManaged Assets$157.593MTotal holdings160
Assets growth rate-7.57%Assets growth rate (2-Q avg)-0.83%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Woodward Diversified Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 160 positions.

Assets under management

The assets under management (AUM) of Woodward Diversified Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 157.593M in assets, with a quarterly growth rate of -7.57% and a 2-quarter average growth rate of -0.83%. The portfolio is managed by Tom Woodward, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MNSOMiniso Group Hldg Ltd
Recent Activity
Exited
0%
$479,038
25,120 shares@ $19.07 avg price
NUENucor Corp
Recent Activity
Exited
0%
$374,181
2,367 shares@ $158.09 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$351,912
11,363 shares@ $30.97 avg price
MCKMckesson Corp
Recent Activity
Exited
0%
$237,728
407 shares@ $584.1 avg price
GEGe Aerospace
Recent Activity
Exited
0%
$216,517
1,362 shares@ $158.97 avg price
BSXBoston Scientific Corp
Recent Activity
Exited
0%
$205,617
2,670 shares@ $77.02 avg price