AWCI
Alpine Woods Capital Investors Portfolio holdings
AUM
$421M
This Quarter Return
-0.52%
1 Year Return
+23.18%
3 Year Return
+86.8%
5 Year Return
+147.55%
10 Year Return
+286.12%
AUM
$1.72B
AUM Growth
+$1.72B
(-7.6%)
Cap. Flow
-$113M
Cap. Flow
% of AUM
-6.54%
Top 10 Holdings %
Top 10 Hldgs %
16.04%
Holding
491
New
38
Increased
86
Reduced
145
Closed
70
Top Buys
| 1 |
Four Corners Property Trust
FCPT
|
$9.98M |
| 2 |
Home Depot
HD
|
$9.57M |
| 3 |
Aramark
ARMK
|
$8.94M |
| 4 |
Darden Restaurants
DRI
|
$7.96M |
| 5 |
Dick's Sporting Goods
DKS
|
$7.27M |
Top Sells
| 1 |
Simon Property Group
SPG
|
$21.6M |
| 2 |
AB InBev
BUD
|
$9.35M |
| 3 |
Phillips 66
PSX
|
$9.12M |
| 4 |
Viatris
VTRS
|
$8.73M |
| 5 |
Perrigo
PRGO
|
$8.28M |
Sector Composition
| 1 | Real Estate | 15.97% |
| 2 | Healthcare | 15.86% |
| 3 | Financials | 12.39% |
| 4 | Industrials | 11.03% |
| 5 | Consumer Discretionary | 10.26% |
