AWCI

Alpine Woods Capital Investors Portfolio holdings

AUM $430M
1-Year Est. Return 25.5%
This Quarter Est. Return
1 Year Est. Return
+25.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$13.7M
3
+$10.1M
4
LOW icon
Lowe's Companies
LOW
+$8.07M
5
AIG icon
American International
AIG
+$7.37M

Top Sells

1
+$104M
2
+$20.9M
3
+$10.8M
4
HD icon
Home Depot
HD
+$7.23M
5
AAPL icon
Apple
AAPL
+$6.32M

Sector Composition

1 Financials 16.89%
2 Real Estate 16.43%
3 Healthcare 11.92%
4 Consumer Discretionary 11.07%
5 Technology 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.3M 0.07%
+19,800
227
$1.29M 0.07%
6,900
228
$1.28M 0.07%
22,000
229
$1.27M 0.06%
4,407
230
$1.26M 0.06%
15,600
231
$1.25M 0.06%
70,950
-784
232
$1.24M 0.06%
22,200
+9,000
233
$1.24M 0.06%
122,000
+17,000
234
$1.24M 0.06%
8,500
235
$1.23M 0.06%
34,000
236
$1.22M 0.06%
17,400
237
$1.21M 0.06%
25,410
-100
238
$1.2M 0.06%
7,000
+2,000
239
$1.2M 0.06%
7,900
+700
240
$1.18M 0.06%
25,000
241
$1.16M 0.06%
21,000
-6,000
242
$1.14M 0.06%
20,975
-300
243
$1.14M 0.06%
9,300
244
$1.12M 0.06%
24,500
-116,100
245
$1.12M 0.06%
+24,100
246
$1.11M 0.06%
6,000
+1,000
247
$1.11M 0.06%
20,600
+2,000
248
$1.1M 0.06%
39,000
249
$1.09M 0.06%
+18,000
250
$1.08M 0.06%
60,000
8 9
10
11 12