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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
$520M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.59M
3
+$1.91M
4
SJM icon
J.M. Smucker
SJM
+$1.45M
5
CSCO icon
Cisco
CSCO
+$1.4M

Top Sells

1
+$12.8M
2
+$3.46M
3
+$3.38M
4
CI icon
Cigna
CI
+$2.75M
5
MTB icon
M&T Bank
MTB
+$1.41M

Sector Composition

1 Healthcare 26.04%
2 Technology 17.63%
3 Financials 14.34%
4 Consumer Discretionary 9.55%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
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