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
$1.96B
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$13.7M
3
+$10.1M
4
LOW icon
Lowe's Companies
LOW
+$8.07M
5
AIG icon
American International
AIG
+$7.37M

Top Sells

1
+$104M
2
+$20.9M
3
+$10.8M
4
HD icon
Home Depot
HD
+$7.23M
5
AAPL icon
Apple
AAPL
+$6.32M

Sector Composition

1 Financials 16.89%
2 Real Estate 16.43%
3 Healthcare 11.92%
4 Consumer Discretionary 11.07%
5 Technology 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.56M 0.08%
10,300
202
$1.54M 0.08%
11,873
203
$1.53M 0.08%
+6,010
204
$1.52M 0.08%
10,000
205
$1.52M 0.08%
82,100
206
$1.51M 0.08%
55,358
-20,400
207
$1.51M 0.08%
+80,700
208
$1.5M 0.08%
12,100
209
$1.47M 0.08%
105,000
210
$1.46M 0.07%
13,400
211
$1.45M 0.07%
13,000
212
$1.45M 0.07%
91,544
+18,000
213
$1.44M 0.07%
57,800
+28,600
214
$1.43M 0.07%
42,500
+17,500
215
$1.43M 0.07%
29,100
+5,200
216
$1.41M 0.07%
7,500
217
$1.41M 0.07%
11,000
+3,000
218
$1.4M 0.07%
36,900
219
$1.4M 0.07%
17,500
220
$1.35M 0.07%
47,300
221
$1.34M 0.07%
15,000
222
$1.32M 0.07%
40,376
-624
223
$1.32M 0.07%
27,444
224
$1.32M 0.07%
23,000
225
$1.3M 0.07%
26,950
+5,000
7 8
9
10 11