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
151
$2.91M 0.15%
29,100
152
$2.91M 0.15%
39,300
153
$2.86M 0.15%
73,600
154
$2.83M 0.14%
68,360
155
$2.82M 0.14%
31,783
156
$2.74M 0.14%
91,400
157
$2.73M 0.14%
39,100
+17,300
158
$2.73M 0.14%
35,300
159
$2.68M 0.14%
940
160
$2.65M 0.14%
89,704
+21,846
161
$2.59M 0.13%
60,100
-400
162
$2.59M 0.13%
10,700
163
$2.58M 0.13%
10,600
164
$2.53M 0.13%
30,911
165
$2.52M 0.13%
14,000
166
$2.46M 0.13%
57,800
167
$2.43M 0.12%
9,800
+1,400
168
$2.41M 0.12%
22,200
+200
169
$2.41M 0.12%
24,500
+100
170
$2.37M 0.12%
21,800
171
$2.27M 0.12%
57,509
172
$2.22M 0.11%
60,936
173
$2.21M 0.11%
46,000
+7,500
174
$2.16M 0.11%
35,000
-3,500
175
$2.13M 0.11%
23,800
5 6
7
8 9