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
326
$442K 0.02%
6,935
327
$440K 0.02%
3,100
328
$439K 0.02%
240
329
$437K 0.02%
6,782
330
$437K 0.02%
3,400
331
$437K 0.02%
15,970
332
$435K 0.02%
484,252
+176
333
$433K 0.02%
8,284
334
$422K 0.02%
7,000
335
$414K 0.02%
+11,000
336
$411K 0.02%
5,000
+500
337
$395K 0.02%
21,000
+1,000
338
$392K 0.02%
28,685
339
$390K 0.02%
10,800
340
$386K 0.02%
+20,409
341
$386K 0.02%
9,000
342
$384K 0.02%
12,000
-6,000
343
$384K 0.02%
17,751
344
$379K 0.02%
3,010
+1,000
345
$379K 0.02%
27,000
+5,000
346
$376K 0.02%
20,285
-5,000
347
$372K 0.02%
9,000
+3,000
348
$371K 0.02%
13,000
349
$356K 0.02%
15,000
350
$353K 0.02%
+25,010
12 13
14
15 16