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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
$1.67B
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$7.77M
3
+$7.64M
4
WHR icon
Whirlpool
WHR
+$6.97M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.64M

Top Sells

1
+$15.3M
2
+$14.2M
3
+$13.5M
4
F icon
Ford
F
+$11.8M
5
MCD icon
McDonald's
MCD
+$10.1M

Sector Composition

1 Real Estate 16.42%
2 Healthcare 16.05%
3 Financials 11.49%
4 Industrials 10.76%
5 Consumer Discretionary 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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-30,000
452
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-20,119
453
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-9,892
454
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-17,174
455
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-15,000
456
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-56,400
457
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-13,975
458
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-12,624
459
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-12,096
460
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-15,000
461
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-12,500
462
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463
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-11,000
464
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-45,700
465
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-4,000
466
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467
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-120,000
468
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-10,646
469
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-20,000
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