AWCI
Alpine Woods Capital Investors Portfolio holdings
AUM
$421M
This Quarter Return
+4.62%
1 Year Return
+23.18%
3 Year Return
+86.8%
5 Year Return
+147.55%
10 Year Return
+286.12%
AUM
$1.81B
AUM Growth
+$1.81B
(+8.2%)
Cap. Flow
+$47M
Cap. Flow
% of AUM
2.6%
Top 10 Holdings %
Top 10 Hldgs %
16.38%
Holding
459
New
43
Increased
70
Reduced
130
Closed
36
Top Buys
| 1 |
SYNT
Syntel Inc
SYNT
|
$27.7M |
| 2 |
Citizens Financial Group
CFG
|
$16.1M |
| 3 |
Newell Brands
NWL
|
$14.1M |
| 4 |
PNC Financial Services
PNC
|
$13.4M |
| 5 |
BEAV
B/E Aerospace Inc
BEAV
|
$12.4M |
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
$19.9M |
| 2 |
PARA
Paramount Global Class B
PARA
|
$12.4M |
| 3 |
Humana
HUM
|
$10.9M |
| 4 |
Darden Restaurants
DRI
|
$7.6M |
| 5 |
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% |