AWCI
Alpine Woods Capital Investors Portfolio holdings
AUM
$421M
This Quarter Return
+13.78%
1 Year Return
+23.18%
3 Year Return
+86.8%
5 Year Return
+147.55%
10 Year Return
+286.12%
AUM
$459M
AUM Growth
+$459M
(+10%)
Cap. Flow
-$5.77M
Cap. Flow
% of AUM
-1.26%
Top 10 Holdings %
Top 10 Hldgs %
34.21%
Holding
297
New
20
Increased
55
Reduced
85
Closed
37
Top Buys
| 1 |
Apple
AAPL
|
$6.66M |
| 2 |
Chemed
CHE
|
$960K |
| 3 |
NVIDIA
NVDA
|
$896K |
| 4 |
XYZ
Block, Inc.
XYZ
|
$798K |
| 5 |
KLA
KLAC
|
$776K |
Top Sells
| 1 |
U-Haul Holding Co
UHAL
|
$3.51M |
| 2 |
ORBK
Orbotech Ltd
ORBK
|
$1.47M |
| 3 |
Insperity
NSP
|
$1.4M |
| 4 |
NVR
NVR
|
$1.22M |
| 5 |
Wayfair
W
|
$1.19M |
Sector Composition
| 1 | Healthcare | 23.11% |
| 2 | Financials | 20.9% |
| 3 | Technology | 13.28% |
| 4 | Consumer Discretionary | 10.81% |
| 5 | Industrials | 9.07% |
