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
$735M
AUM Growth
-$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$6.25M
2 +$5.82M
3 +$5.36M
4
NTR icon
Nutrien
NTR
+$5.05M
5
TECK icon
Teck Resources
TECK
+$3.92M

Top Sells

1 +$8.17M
2 +$6.82M
3 +$6.12M
4
AMD icon
Advanced Micro Devices
AMD
+$5.31M
5
DLR icon
Digital Realty Trust
DLR
+$4.1M

Sector Composition

1 Technology 21.48%
2 Industrials 16.71%
3 Healthcare 13.15%
4 Financials 11.97%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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