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
376
$293K 0.02%
4,300
377
$292K 0.01%
5,500
378
$291K 0.01%
12,000
379
$291K 0.01%
3,000
380
$287K 0.01%
3,700
-53,000
381
$284K 0.01%
11,000
382
$284K 0.01%
25,000
383
$282K 0.01%
9,075
384
$276K 0.01%
19,000
385
$275K 0.01%
4,000
386
$271K 0.01%
10,500
387
$264K 0.01%
2,628
388
$259K 0.01%
13,000
389
$255K 0.01%
10,000
390
$253K 0.01%
+8,000
391
$252K 0.01%
63,000
+2,000
392
$250K 0.01%
2,000
393
$249K 0.01%
14,500
394
$247K 0.01%
3,000
395
$245K 0.01%
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396
$239K 0.01%
6,500
+1,000
397
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+14,000
398
$238K 0.01%
14,000
399
$237K 0.01%
1,250
400
$237K 0.01%
7,202
14 15
16
17 18