AWCI

Alpine Woods Capital Investors Portfolio holdings

AUM $419M
1-Year Est. Return 23.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$482M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.45M
3
+$2.14M
4
MAC icon
Macerich
MAC
+$1.73M
5
PYPL icon
PayPal
PYPL
+$1.59M

Top Sells

1
+$1.13M
2
+$1.07M
3
+$783K
4
MHK icon
Mohawk Industries
MHK
+$692K
5
ULTA icon
Ulta Beauty
ULTA
+$691K

Sector Composition

1 Healthcare 23.11%
2 Financials 20.69%
3 Technology 14.26%
4 Consumer Discretionary 10.26%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$42K 0.01%
+10,000
277
$37K 0.01%
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