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
$1.57B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$51.8M
2 +$39.5M
3 +$37.5M
4
CXW icon
CoreCivic
CXW
+$34.5M
5
QCOM icon
Qualcomm
QCOM
+$28.9M

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 Change
in Stake
Capital Flow
351
$28K ﹤0.01%
+11,000