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
426
$195K 0.01%
13,012
+12
427
$188K 0.01%
15,604
-4,690
428
$186K 0.01%
12,000
429
$183K 0.01%
12,010
430
$173K 0.01%
15,000
431
$171K 0.01%
+5,000
432
$160K 0.01%
25,000
+200
433
$152K 0.01%
2,500
434
$149K 0.01%
+1,250
435
$145K 0.01%
31,010
-4,000
436
$117K 0.01%
53,704
437
$117K 0.01%
10,000
-5,000
438
$113K 0.01%
12,300
-500
439
$112K 0.01%
+16,000
440
$109K 0.01%
+10,000
441
$94K ﹤0.01%
15,000
442
$90K ﹤0.01%
500
443
$87K ﹤0.01%
23,000
444
$64K ﹤0.01%
240
445
$61K ﹤0.01%
318
446
$59K ﹤0.01%
+7,000
447
$52K ﹤0.01%
20,000
448
$19K ﹤0.01%
400
449
$5K ﹤0.01%
10,760
450
– –
-4,334
16 17
18
19 20