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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
$1.84B
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$12.2M
3
+$10.4M
4
VTRS icon
Viatris
VTRS
+$8.92M
5
KSU
Kansas City Southern
KSU
+$8.76M

Top Sells

1
+$11.5M
2
+$11M
3
+$10.5M
4
PRU icon
Prudential Financial
PRU
+$9.93M
5
OPLN
Openlane
OPLN
+$9.65M

Sector Composition

1 Real Estate 18.06%
2 Healthcare 15.94%
3 Financials 10.91%
4 Industrials 10.88%
5 Consumer Discretionary 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$18K ﹤0.01%
400
477
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478
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-117,900
479
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-9,363
480
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-8,000
481
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482
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-14,000
483
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484
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485
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486
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488
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489
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-187,000
490
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-10,980
491
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-19,000
492
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493
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494
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495
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496
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497
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499
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500
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