AWCI
Alpine Woods Capital Investors Portfolio holdings
AUM
$421M
This Quarter Return
+3.58%
1 Year Return
+23.18%
3 Year Return
+86.8%
5 Year Return
+147.55%
10 Year Return
+286.12%
AUM
$459M
AUM Growth
+$459M
(-76%)
Cap. Flow
-$1.45B
Cap. Flow
% of AUM
-316.25%
Top 10 Holdings %
Top 10 Hldgs %
35.15%
Holding
419
New
24
Increased
40
Reduced
93
Closed
172
Top Buys
| 1 |
Insperity
NSP
|
$1.24M |
| 2 |
Thor Industries
THO
|
$1.17M |
| 3 |
NVIDIA
NVDA
|
$971K |
| 4 |
Burlington
BURL
|
$753K |
| 5 |
IPG Photonics
IPGP
|
$750K |
Top Sells
| 1 |
Apple
AAPL
|
$30.4M |
| 2 |
Simon Property Group
SPG
|
$24.6M |
| 3 |
CONE
CyrusOne Inc Common Stock
CONE
|
$24.1M |
| 4 |
Intel
INTC
|
$22.5M |
| 5 |
Lennar Class A
LEN
|
$22.3M |
Sector Composition
| 1 | Financials | 25.35% |
| 2 | Healthcare | 21.57% |
| 3 | Industrials | 11.81% |
| 4 | Consumer Discretionary | 11.64% |
| 5 | Technology | 11.58% |
