AWCI
Alpine Woods Capital Investors Portfolio holdings
AUM
$421M
This Quarter Return
+4.39%
1 Year Return
+23.18%
3 Year Return
+86.8%
5 Year Return
+147.55%
10 Year Return
+286.12%
AUM
$662M
AUM Growth
+$662M
(-3.6%)
Cap. Flow
-$42.5M
Cap. Flow
% of AUM
-6.43%
Top 10 Holdings %
Top 10 Hldgs %
23.81%
Holding
188
New
10
Increased
22
Reduced
90
Closed
16
Top Buys
| 1 |
Carlisle Companies
CSL
|
$5.98M |
| 2 |
HWKZ
Hawks Acquisition Corp
HWKZ
|
$5.09M |
| 3 |
Advanced Micro Devices
AMD
|
$4.18M |
| 4 |
Tyson Foods
TSN
|
$3.59M |
| 5 |
Uber
UBER
|
$3.3M |
Top Sells
Sector Composition
| 1 | Technology | 22.49% |
| 2 | Industrials | 16% |
| 3 | Healthcare | 15.04% |
| 4 | Financials | 11.87% |
| 5 | Consumer Staples | 7.09% |
