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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
$1.96B
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.6M
3
+$10.2M
4
AGN
Allergan plc
AGN
+$7.86M
5
LOW icon
Lowe's Companies
LOW
+$7.73M

Top Sells

1
+$20.9M
2
+$10.4M
3
+$10.1M
4
HD icon
Home Depot
HD
+$6.78M
5
AAPL icon
Apple
AAPL
+$6.36M

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
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454
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-4,854
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457
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458
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460
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466
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-7,500
467
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468
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470
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-48,300
471
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472
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473
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