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

Top Buys

1
+$24.5M
2
+$8.18M
3
+$8.11M
4
SMCI icon
Super Micro Computer
SMCI
+$5.72M
5
MU icon
Micron Technology
MU
+$4.66M

Top Sells

1
+$3.03M
2
+$2.71M
3
+$2.67M
4
ORCL icon
Oracle
ORCL
+$2.58M
5
WFC icon
Wells Fargo
WFC
+$2.48M

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
176
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177
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180
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182
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-105,827
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0
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185
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187
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188
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-1,145
4 5 6 7
8