AWCI
Alpine Woods Capital Investors Portfolio holdings
AUM
$421M
This Quarter Return
+2.7%
1 Year Return
+23.18%
3 Year Return
+86.8%
5 Year Return
+147.55%
10 Year Return
+286.12%
AUM
$1.81B
AUM Growth
+$1.81B
(+3.5%)
Cap. Flow
+$26.9M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
17.95%
Holding
476
New
65
Increased
95
Reduced
111
Closed
37
Top Buys
| 1 |
American Homes 4 Rent
AMH
|
$19.5M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$14.1M |
| 3 |
AGNC Investment
AGNC
|
$8.89M |
| 4 |
International Paper
IP
|
$8.44M |
| 5 |
Aptiv
APTV
|
$7.74M |
Top Sells
| 1 |
DNY
DONNELLEY R R & SONS CO
DNY
|
$24.8M |
| 2 |
ESV
Ensco Rowan plc
ESV
|
$8.86M |
| 3 |
Vodafone
VOD
|
$7.78M |
| 4 |
Broadcom
AVGO
|
$7.45M |
| 5 |
Baxter International
BAX
|
$7.42M |
Sector Composition
| 1 | Real Estate | 20.86% |
| 2 | Healthcare | 13.59% |
| 3 | Financials | 11.54% |
| 4 | Technology | 11.36% |
| 5 | Consumer Discretionary | 9.26% |
