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
$1.67B
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$7.65M
3
+$7.12M
4
WHR icon
Whirlpool
WHR
+$6.58M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.4M

Top Sells

1
+$15.3M
2
+$14.2M
3
+$13.5M
4
F icon
Ford
F
+$11.3M
5
MCD icon
McDonald's
MCD
+$10.1M

Sector Composition

1 Real Estate 16.42%
2 Healthcare 16.05%
3 Financials 11.49%
4 Industrials 10.76%
5 Consumer Discretionary 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$225K 0.01%
+8,642
377
$224K 0.01%
9,000
378
$223K 0.01%
2,100
-100
379
$223K 0.01%
+4,968
380
$221K 0.01%
20,000
+1,000
381
$220K 0.01%
3,300
382
$214K 0.01%
+4,038
383
$211K 0.01%
17,400
-16,600
384
$203K 0.01%
+5,165
385
$202K 0.01%
34,479
-8,352
386
$188K 0.01%
15,000
+3,000
387
$188K 0.01%
12,000
388
$159K 0.01%
+13,500
389
$157K 0.01%
18,000
+8,000
390
$156K 0.01%
24,200
-15,300
391
$152K 0.01%
+25,000
392
$151K 0.01%
15,125
-35,750
393
$148K 0.01%
26,435
-12,440
394
$148K 0.01%
12,000
-4,000
395
$148K 0.01%
+13,000
396
$148K 0.01%
+10,000
397
$145K 0.01%
11,500
-2,000
398
$141K 0.01%
13,500
+3,500
399
$130K 0.01%
2,560
400
$125K 0.01%
10,000
-1,648
14 15
16
17 18