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
$1.88B
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$12.6M
3
+$12.2M
4
MGM icon
MGM Resorts International
MGM
+$11.1M
5
LDOS icon
Leidos
LDOS
+$11.1M

Top Sells

1
+$33.8M
2
+$15.4M
3
+$14.7M
4
BP icon
BP
BP
+$12.3M
5
BRFS
BRF SA
BRFS
+$9.81M

Sector Composition

1 Financials 17.65%
2 Real Estate 15.66%
3 Healthcare 11.92%
4 Consumer Discretionary 10.91%
5 Technology 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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