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
176
$2.09M 0.11%
27,926
177
$2.08M 0.11%
105,500
+26,400
178
$2.06M 0.11%
31,800
+10,800
179
$1.97M 0.1%
42,500
+15,000
180
$1.91M 0.1%
41,600
+5,000
181
$1.87M 0.1%
24,562
182
$1.87M 0.1%
16,112
+8,346
183
$1.85M 0.09%
51,058
184
$1.83M 0.09%
34,566
-500
185
$1.81M 0.09%
19,858
186
$1.79M 0.09%
37,000
+5,000
187
$1.74M 0.09%
24,803
188
$1.74M 0.09%
212,000
-6,500
189
$1.73M 0.09%
24,600
190
$1.72M 0.09%
30,200
191
$1.7M 0.09%
30,928
192
$1.69M 0.09%
+7,200
193
$1.69M 0.09%
31,200
+7,500
194
$1.69M 0.09%
14,100
+1,500
195
$1.67M 0.09%
55,000
+17,000
196
$1.64M 0.08%
110,000
-7,000
197
$1.64M 0.08%
7,252
+1,000
198
$1.6M 0.08%
27,000
199
$1.59M 0.08%
150,000
200
$1.57M 0.08%
+7,600
6 7
8
9 10