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

Top Buys

1 +$54.9M
2 +$36.5M
3 +$34.5M
4
CXW icon
CoreCivic
CXW
+$32M
5
VOD icon
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 Change
in Stake
Capital Flow
351
$28K ﹤0.01%
+11,000