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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
$1.88B
AUM Growth
+$1.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$13.9M
3
+$13.8M
4
CVX icon
Chevron
CVX
+$10.2M
5
RTN
Raytheon Company
RTN
+$8.87M

Top Sells

1
+$13.5M
2
+$8.43M
3
+$8.07M
4
AMH icon
American Homes 4 Rent
AMH
+$7.83M
5
CMCSA icon
Comcast
CMCSA
+$7.48M

Sector Composition

1 Real Estate 16.9%
2 Healthcare 14.57%
3 Financials 11.78%
4 Industrials 11.36%
5 Technology 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-10,000
477
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-11,505
478
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-50,000
479
– –
-2,000
480
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-10,000
481
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-10,000
482
– –
-35,700
483
– –
-36,580
484
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-6,000
485
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-16,851
486
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-8,500
487
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-10,000
488
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-6,000
489
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-199,600
490
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-3,033
491
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-103,671
492
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-18,500
493
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-350,000
494
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-146,000
495
– –
-5,314
496
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-83,625
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