ALPINE WOODS CAPITAL INVESTORS, LLC Information

2500 WESTCHESTER AVE, PURCHASE, New York, 10577, (914) 251-0880

Report Date: 12/31/2014

Position Statistics

Total Positions 511
New Positions 53
Increased Positions 133
Decreased Positions 227
Positions with Activity 360
Sold Out Positions 69
Total Mkt Value (in $ millions) 2,000

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.43%
Capital Goods 6.35%
Conglomerates 0.12%
Consumer Cyclical 2.11%
Consumer/Non-Cyclical 4.34%
Energy 4.58%
Financial 14.6%
Healthcare 10.51%
Services 31.35%
Technology 12.1%
Transportation 4.5%
Utilities 4.73%

511 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WELLS FARGO & CO NEW COM 62,276 -6,829 (9.88) 1,142,674
APPLE INC COM 48,446 -2,161 (4.27) 389,942
SIMON PPTY GROUP INC NEW COM 41,717 -578 (1.37) 216,542
COLONY FINL INC COM 33,115 -57 (0.17) 1,271,207
TWO HBRS INVT CORP COM 29,950 60 .20 2,768,043
AVAGO TECHNOLOGIES LTD SHS 29,818 -6,978 (18.96) 239,100
MCKESSON CORP COM 27,917 -1,243 (4.26) 123,500
NOVARTIS A G SPONSORED ADR 27,811 -1,802 (6.09) 279,339
LENNAR CORP CL A 25,609 -2,471 (8.8) 518,200
WALGREENS BOOTS ALLIANCE INC COM 25,395 -1,457 (5.43) 300,750
TEVA PHARMACEUTICAL INDS LTD ADR 25,201 3,439 15.81 403,727
SNAP ON INC COM 25,120 -974 (3.73) 176,650
CANADIAN PAC RY LTD COM 24,238 -1,401 (5.46) 131,500
STARWOOD PPTY TR INC COM 21,581 -103 (0.47) 884,089
RYLAND GROUP INC COM 21,259 -923 (4.16) 456,200
AMERICAN TOWER CORP NEW COM 20,806 -790 (3.66) 218,550
THERMO FISHER SCIENTIFIC INC COM 20,726 3,340 19.21 155,750
TE CONNECTIVITY LTD REG SHS 20,654 -208 (1) 292,513
FEDEX CORP COM 20,099 -165 (0.82) 121,450
DISNEY WALT CO COM DISNEY 20,090 -1,105 (5.21) 190,900


Create your free portfolio