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
$1.63B
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.7M
3
+$10.7M
4
LEN icon
Lennar Class A
LEN
+$8.89M
5
NLY icon
Annaly Capital Management
NLY
+$7.18M

Top Sells

1
+$9.01M
2
+$8.76M
3
+$8.3M
4
CYS
CYS Investments Inc.
CYS
+$7.21M
5
CMCSA icon
Comcast
CMCSA
+$5.66M

Sector Composition

1 Real Estate 20.58%
2 Healthcare 13.87%
3 Technology 11.34%
4 Financials 11.29%
5 Industrials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$141K 0.01%
38,875
352
$121K 0.01%
12,493
353
$105K 0.01%
16,844
354
$105K 0.01%
23,000
355
$102K 0.01%
780
356
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+11,000
357
$87K 0.01%
19,400
358
$87K 0.01%
15,000
359
$76K οΉ€0.01%
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360
$74K οΉ€0.01%
12,003
-1,600
361
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18,500
362
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363
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10,000
365
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366
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11,000
367
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368
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372
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373
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374
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-7,010
12 13 14
15
16