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
$662M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$5.08M
3
+$4.18M
4
TSN icon
Tyson Foods
TSN
+$3.59M
5
UBER icon
Uber
UBER
+$3.3M

Top Sells

1
+$6.13M
2
+$4.99M
3
+$4.57M
4
POOL icon
Pool Corp
POOL
+$3.55M
5
TSLA icon
Tesla
TSLA
+$3.17M

Sector Composition

1 Technology 22.49%
2 Industrials 16%
3 Healthcare 15.04%
4 Financials 11.87%
5 Consumer Staples 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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179
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180
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182
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183
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-7,000
184
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185
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186
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187
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-850
188
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-62,198
4 5 6 7
8