AWCI

Alpine Woods Capital Investors Portfolio holdings

AUM $430M
1-Year Est. Return 25.5%
This Quarter Est. Return
1 Year Est. Return
+25.5%
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
+$14.3M
2
+$13.7M
3
+$10.1M
4
LOW icon
Lowe's Companies
LOW
+$8.07M
5
AIG icon
American International
AIG
+$7.37M

Top Sells

1
+$104M
2
+$20.9M
3
+$10.8M
4
HD icon
Home Depot
HD
+$7.23M
5
AAPL icon
Apple
AAPL
+$6.32M

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
51
$12.9M 0.66%
322,426
-14,000
52
$12.7M 0.65%
551,771
53
$12.5M 0.64%
294,033
54
$12.4M 0.64%
323,022
-69,200
55
$12.2M 0.62%
362,600
+7,000
56
$12.2M 0.62%
156,800
+2,500
57
$12.1M 0.62%
161,900
+3,000
58
$12M 0.61%
78,200
-3,500
59
$11.9M 0.61%
352,577
60
$11.6M 0.59%
348,500
61
$11.5M 0.59%
220,000
+110,000
62
$11.5M 0.59%
248,500
63
$11.5M 0.59%
475,300
-80,900
64
$11.4M 0.58%
92,961
65
$11.4M 0.58%
83,900
66
$11.4M 0.58%
746,000
-30,000
67
$11.3M 0.58%
232,700
68
$11.1M 0.56%
419,002
69
$10.7M 0.55%
108,306
-47,700
70
$10.2M 0.52%
210,307
-20,000
71
$10.2M 0.52%
538,200
-91,400
72
$10.2M 0.52%
52,000
73
$10M 0.51%
102,500
74
$9.96M 0.51%
516,100
+109,100
75
$9.88M 0.5%
121,900
+31,900
1 2
3
4 5