AWCI

Alpine Woods Capital Investors Portfolio holdings

AUM $419M
1-Year Est. Return 23.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$669M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$4.71M
2 +$4.01M
3 +$3.72M
4
BKNG icon
Booking.com
BKNG
+$3.59M
5
NVO icon
Novo Nordisk
NVO
+$3.44M

Top Sells

1 +$6.38M
2 +$5.64M
3 +$4.83M
4
DG icon
Dollar General
DG
+$4.02M
5
IMAX icon
IMAX
IMAX
+$3.72M

Sector Composition

1 Technology 25.98%
2 Healthcare 14.09%
3 Industrials 13.8%
4 Financials 11.61%
5 Communication Services 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
0
177
-15,000
178
-8,865