AWCI
Alpine Woods Capital Investors Portfolio holdings
AUM
$421M
This Quarter Return
+6.2%
1 Year Return
+23.18%
3 Year Return
+86.8%
5 Year Return
+147.55%
10 Year Return
+286.12%
AUM
$3.86M
AUM Growth
+$3.86M
(-100%)
Cap. Flow
-$80.6M
Cap. Flow
% of AUM
-2,088.88%
Top 10 Holdings %
Top 10 Hldgs %
59.44%
Holding
487
New
48
Increased
101
Reduced
104
Closed
38
Top Buys
| 1 |
Apple
AAPL
|
$35.4K |
| 2 |
DNY
DONNELLEY R R & SONS CO
DNY
|
$12.6K |
| 3 |
Oceaneering
OII
|
$12.1K |
| 4 |
VER
VEREIT, Inc.
VER
|
$10.7K |
| 5 |
LQ
La Quinta Holdings Inc.
LQ
|
$10.1K |
Top Sells
| 1 |
Gaming and Leisure Properties
GLPI
|
$14.1M |
| 2 |
Costco
COST
|
$11.6M |
| 3 |
NOV
NOV
|
$10.7M |
| 4 |
General Motors
GM
|
$9.8M |
| 5 |
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% |
