AWCI
Alpine Woods Capital Investors Portfolio holdings
AUM
$417M
1-Year Est. Return
26.83%
This Fund
S&P 500
1 Year Est. Return
+26.83%
AUM
$417M
AUM Growth
-$2.76M
(-0.66%)
Holding
231
Top Buys
| 1 | +$24M | |
| 2 | +$4.15M | |
| 3 | +$4.14M | |
| 4 |
Waste Management
WM
|
+$3.83M |
| 5 |
Qualcomm
QCOM
|
+$3.76M |
Top Sells
| 1 | +$7.1M | |
| 2 | +$6.92M | |
| 3 | +$6.2M | |
| 4 |
Ingredion
INGR
|
+$4.97M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$3.77M |
Sector Composition
| 1 | Technology | 23.19% |
| 2 | Financials | 14.38% |
| 3 | Industrials | 13.48% |
| 4 | Healthcare | 8.69% |
| 5 | Consumer Staples | 8.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Varonis Systems
VRNS
$3.92B
| – | – |
0
|
|
||
227
Virtus Investment Partners
VRTS
$956M
| – | – |
-4,080
|
|
||
228
Westlake Corp
WLK
$11.1B
| – | – |
-8,989
|
|
||
229
Zoom
ZM
$29.8B
| – | – |
-19,327
|
|
||
230
Rubrik
RBRK
$16.2B
| – | – |
-10,000
|
|
||
|
FIGR
231
Figure Technology Solutions
FIGR
$7.82B
| – | – |
-46,457
|
|