AWCI
Alpine Woods Capital Investors Portfolio holdings
AUM
$421M
This Quarter Return
-1.37%
1 Year Return
+23.18%
3 Year Return
+86.8%
5 Year Return
+147.55%
10 Year Return
+286.12%
AUM
$1.57B
AUM Growth
–
Cap. Flow
+$1.57B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.08%
Holding
352
New
352
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Wells Fargo
WFC
|
$54.9M |
| 2 |
Simon Property Group
SPG
|
$36.5M |
| 3 |
Apple
AAPL
|
$34.5M |
| 4 |
CoreCivic
CXW
|
$32M |
| 5 |
Vodafone
VOD
|
$28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 22.3% |
| 2 | Healthcare | 13% |
| 3 | Technology | 11.73% |
| 4 | Financials | 11.46% |
| 5 | Industrials | 8.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Riverview Bancorp
RVSB
$107M
| $28K | ﹤0.01% | +11,000 | New | +$28K |
|