WPC

White Pine Capital Portfolio holdings

AUM $315M
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M
2 +$1.33M
3 +$1.3M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.18M
5
TGT icon
Target
TGT
+$1M

Top Sells

1 +$1.99M
2 +$1.64M
3 +$1.12M
4
LNW icon
Light & Wonder
LNW
+$1.08M
5
MCD icon
McDonald's
MCD
+$1.05M

Sector Composition

1 Technology 15.77%
2 Industrials 15.72%
3 Healthcare 12.3%
4 Financials 11.04%
5 Energy 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-16,900
227
-46,575
228
-3,150
229
-8,810
230
-12,500
231
-6,000
232
-38,035