WPIC

White Pine Investment Company Portfolio holdings

AUM $421M
1-Year Est. Return 17.68%
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.65M
3
+$2.32M
4
APA icon
APA Corp
APA
+$1.3M
5
MRO
Marathon Oil Corporation
MRO
+$1.08M

Top Sells

1
+$4.95M
2
+$770K
3
+$469K
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$432K
5
UNM icon
Unum
UNM
+$402K

Sector Composition

1 Financials 19.04%
2 Technology 15.19%
3 Energy 12.96%
4 Healthcare 8.06%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 1.54%
24,454
-685
27
$2.35M 1.51%
44,937
+70
28
$2.32M 1.49%
+100,290
29
$2.3M 1.48%
42,496
-3,878
30
$2.27M 1.46%
56,064
-5,689
31
$2.11M 1.36%
64,600
-4,550
32
$1.96M 1.25%
55,400
-11,400
33
$1.92M 1.23%
99,932
+980
34
$1.88M 1.21%
60,338
+780
35
$1.77M 1.13%
29,147
36
$1.38M 0.88%
34,984
-856
37
$1.37M 0.88%
51,750
-4,899
38
$1.01M 0.65%
10,374
39
$861K 0.55%
8,838
+4,100
40
$812K 0.52%
9,900
41
$807K 0.52%
11,481
+7,105
42
$675K 0.43%
10,675
43
$575K 0.37%
6,809
+46
44
$464K 0.3%
5,666
45
$425K 0.27%
7,421
46
$378K 0.24%
5,200
-500
47
$337K 0.22%
6,773
48
$330K 0.21%
4,060
49
$211K 0.14%
+2,153
50
$205K 0.13%
5,466
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