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AWCI

Alpine Woods Capital Investors Portfolio holdings

AUM $417M
1-Year Est. Return 26.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$9.31M
2
+$8.94M
3
+$8.57M
4
DRI icon
Darden Restaurants
DRI
+$7.59M
5
DAL icon
Delta Air Lines
DAL
+$6.75M

Top Sells

1
+$20M
2
+$9.12M
3
+$8.9M
4
PRGO icon
Perrigo
PRGO
+$8.85M
5
VTRS icon
Viatris
VTRS
+$8.73M

Sector Composition

1 Real Estate 15.97%
2 Healthcare 15.86%
3 Financials 12.39%
4 Industrials 11.03%
5 Consumer Discretionary 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
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