AWCI
Alpine Woods Capital Investors Portfolio holdings
AUM
$421M
This Quarter Return
+4.07%
1 Year Return
+23.18%
3 Year Return
+86.8%
5 Year Return
+147.55%
10 Year Return
+286.12%
AUM
$1.63B
AUM Growth
+$1.63B
(+3.7%)
Cap. Flow
+$26.6M
Cap. Flow
% of AUM
1.63%
Top 10 Holdings %
Top 10 Hldgs %
19.27%
Holding
391
New
39
Increased
66
Reduced
82
Closed
25
Top Buys
| 1 |
RYL
RYLAND GROUP INC
RYL
|
$12.7M |
| 2 |
AB InBev
BUD
|
$11.2M |
| 3 |
Baxter International
BAX
|
$9.8M |
| 4 |
Lennar Class A
LEN
|
$9.24M |
| 5 |
Occidental Petroleum
OXY
|
$7.35M |
Top Sells
| 1 |
Apple
AAPL
|
$9.25M |
| 2 |
Gentex
GNTX
|
$8.76M |
| 3 |
HF Sinclair
DINO
|
$8.04M |
| 4 |
CYS
CYS Investments Inc.
CYS
|
$7.21M |
| 5 |
Comcast
CMCSA
|
$5.86M |
Sector Composition
| 1 | Real Estate | 20.58% |
| 2 | Healthcare | 13.87% |
| 3 | Technology | 11.59% |
| 4 | Financials | 11.29% |
| 5 | Consumer Discretionary | 8.2% |
