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
$648M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$8.44M
3
+$8.15M
4
SMCI icon
Super Micro Computer
SMCI
+$5.49M
5
MU icon
Micron Technology
MU
+$4.87M

Top Sells

1
+$3.12M
2
+$2.93M
3
+$2.71M
4
TDW icon
Tidewater
TDW
+$2.67M
5
WFC icon
Wells Fargo
WFC
+$2.49M

Sector Composition

1 Technology 25.2%
2 Industrials 12.44%
3 Healthcare 11.33%
4 Financials 11.21%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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