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
$3.86M
AUM Growth
-$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$12.6K
2
+$12.1K
3
+$10.7K
4
LQ
La Quinta Holdings Inc.
LQ
+$10.1K
5
R icon
Ryder
R
+$9.34K

Top Sells

1
+$14.1M
2
+$11.6M
3
+$10.7M
4
GM icon
General Motors
GM
+$9.8M
5
AGNC icon
AGNC Investment
AGNC
+$9.2M

Sector Composition

1 Financials 57.32%
2 Real Estate 8.48%
3 Healthcare 6.89%
4 Technology 5.6%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.88K 0.13%
33,200
+50
102
$4.84K 0.13%
28,265
103
$4.82K 0.12%
82,200
-3,800
104
$4.76K 0.12%
31,450
105
$4.71K 0.12%
373,557
-216,443
106
$4.64K 0.12%
+218,723
107
$4.57K 0.12%
111,261
108
$4.45K 0.12%
57,328
109
$4.39K 0.11%
+116,000
110
$4.38K 0.11%
23,665
111
$4.37K 0.11%
83,225
112
$4.31K 0.11%
68,360
113
$4.11K 0.11%
47,000
+800
114
$4.03K 0.1%
37,400
115
$3.97K 0.1%
445,319
116
$3.8K 0.1%
183,146
117
$3.6K 0.09%
+108,634
118
$3.44K 0.09%
13,641
119
$3.39K 0.09%
54,473
120
$3.37K 0.09%
50,428
121
$3.26K 0.08%
438,200
+338,200
122
$3.26K 0.08%
69,998
123
$3.23K 0.08%
121,075
+6,620
124
$3.23K 0.08%
74,000
-1,000
125
$3.08K 0.08%
81,770
-5,051
3 4
5
6 7