AWCI
Alpine Woods Capital Investors Portfolio holdings
AUM
$421M
This Quarter Return
+10%
1 Year Return
+23.18%
3 Year Return
+86.8%
5 Year Return
+147.55%
10 Year Return
+286.12%
AUM
$662M
AUM Growth
+$662M
(+27%)
Cap. Flow
+$122M
Cap. Flow
% of AUM
18.48%
Top 10 Holdings %
Top 10 Hldgs %
23.07%
Holding
265
New
16
Increased
95
Reduced
63
Closed
27
Top Buys
| 1 |
Apple
AAPL
|
$21.9M |
| 2 |
AES
AES
|
$7.41M |
| 3 |
Cisco
CSCO
|
$7.36M |
| 4 |
VF Corp
VFC
|
$5.95M |
| 5 |
Broadcom
AVGO
|
$5.58M |
Top Sells
| 1 |
Centene
CNC
|
$4.62M |
| 2 |
LGI Homes
LGIH
|
$3.52M |
| 3 |
ALX
Alexander's
ALX
|
$1.88M |
| 4 |
Littelfuse
LFUS
|
$1.78M |
| 5 |
Albemarle
ALB
|
$1.42M |
Sector Composition
| 1 | Healthcare | 22.69% |
| 2 | Technology | 20.63% |
| 3 | Financials | 12.29% |
| 4 | Industrials | 9.7% |
| 5 | Consumer Discretionary | 9.54% |
