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AWCI

Alpine Woods Capital Investors Portfolio holdings

AUM $417M
1-Year Est. Return 26.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$799M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.42M
3
+$6.42M
4
CARR icon
Carrier Global
CARR
+$3.73M
5
SHOP icon
Shopify
SHOP
+$3.69M

Top Sells

1
+$7.51M
2
+$6.58M
3
+$5.01M
4
ISBC
Investors Bancorp, Inc.
ISBC
+$4.27M
5
PYPL icon
PayPal
PYPL
+$3.89M

Sector Composition

1 Technology 23.42%
2 Industrials 14.84%
3 Healthcare 13.8%
4 Financials 11.81%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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