We are live on ! Find out more
AWCI

Alpine Woods Capital Investors Portfolio holdings

AUM $417M
1-Year Est. Return 26.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.38M
3
+$1.88M
4
CMCSA icon
Comcast
CMCSA
+$1.61M
5
ICE icon
Intercontinental Exchange
ICE
+$1.45M

Top Sells

1
+$47.4M
2
+$16.4M
3
+$4.94M
4
CI icon
Cigna
CI
+$4.83M
5
AWP
abrdn Global Premier Properties Fund
AWP
+$4.58M

Sector Composition

1 Healthcare 23.5%
2 Financials 21.58%
3 Technology 17.12%
4 Consumer Discretionary 10.15%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$116K 0.02%
+15,007
252
$109K 0.02%
2,360
253
$41K 0.01%
10,580
-4,420
254
$18K ﹤0.01%
318
255
– –
-8,340
256
– –
-3,916
257
– –
-7,600
258
– –
-30,550
259
– –
-9,456
260
– –
-6,194
261
– –
-2,920
262
– –
-7,574
263
– –
-5,500
264
– –
-10,000
265
– –
-7,314
266
– –
-5,300
267
– –
-18,259
268
– –
-2,000
269
– –
-3,708
270
– –
-10,000
271
– –
-11,000
272
– –
-16,253
273
– –
-17,000
274
– –
-1,915
275
– –
-3,000
8 9 10
11
12