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
351
$350K 0.02%
8,000
352
$348K 0.02%
3,801
+557
353
$346K 0.02%
9,272
354
$341K 0.02%
800
355
$337K 0.02%
5,500
356
$334K 0.02%
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357
$334K 0.02%
14,000
358
$329K 0.02%
5,500
359
$324K 0.02%
12,000
360
$322K 0.02%
4,220
361
$314K 0.02%
3,258
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362
$314K 0.02%
6,400
363
$313K 0.02%
500
364
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2,100
365
$312K 0.02%
13,000
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366
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3,653
367
$304K 0.02%
6,655
368
$302K 0.02%
2,100
369
$302K 0.02%
63,070
370
$298K 0.02%
24,000
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371
$298K 0.02%
5,000
-2,000
372
$296K 0.02%
6,200
-250
373
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12,000
-3,000
374
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950
375
$295K 0.02%
6,777
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15
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