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
$1.81B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$16.1M
3
+$14.1M
4
PNC icon
PNC Financial Services
PNC
+$13.4M
5
BEAV
B/E Aerospace Inc
BEAV
+$12.4M

Top Sells

1
+$19.9M
2
+$12.4M
3
+$10.9M
4
DRI icon
Darden Restaurants
DRI
+$7.6M
5
STT icon
State Street
STT
+$7.53M

Sector Composition

1 Real Estate 15.14%
2 Healthcare 14.84%
3 Financials 12.19%
4 Consumer Discretionary 10.76%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
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