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
276
$756K 0.04%
8,926
277
$755K 0.04%
26,196
278
$744K 0.04%
65,000
+25,000
279
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280
$702K 0.04%
6,500
-9
281
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3,500
-1,900
282
$693K 0.04%
9,000
283
$674K 0.03%
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284
$662K 0.03%
15,000
285
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286
$647K 0.03%
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287
$633K 0.03%
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288
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289
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290
$620K 0.03%
10,000
291
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28,186
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292
$615K 0.03%
25,000
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293
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294
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295
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296
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297
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298
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19,000
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299
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15,000
300
$580K 0.03%
12,000
+500
10 11
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