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
$503M
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$4.73M
2 +$4.19M
3 +$3.27M
4
HPQ icon
HP
HPQ
+$3.19M
5
ICE icon
Intercontinental Exchange
ICE
+$2.88M

Top Sells

1 +$19.9M
2 +$13.7M
3 +$10.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.69M
5
AVGO icon
Broadcom
AVGO
+$8.76M

Sector Composition

1 Technology 23.01%
2 Industrials 14.35%
3 Financials 13.72%
4 Healthcare 12.62%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-20,000
177
-21,588
178
-19,611
179
-27,497
180
-6,000
181
-7,500
182
-6,300
183
-1,720
184
-9,070