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
$167M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$541K
2
+$414K
3
+$371K
4
SYK icon
Stryker
SYK
+$215K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$162K

Top Sells

1
+$1.39M
2
+$234K
3
+$119K
4
LUV icon
Southwest Airlines
LUV
+$82K
5
F icon
Ford
F
+$51.5K

Sector Composition

1 Financials 20.92%
2 Technology 13.08%
3 Industrials 11.04%
4 Healthcare 10.37%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 1.71%
75,340
+310
27
$2.68M 1.61%
70,717
+9,775
28
$2.63M 1.58%
42,373
+589
29
$2.58M 1.55%
108,164
-80
30
$2.58M 1.54%
80,993
-1,050
31
$2.4M 1.44%
20,606
32
$2.4M 1.44%
325,190
+2,282
33
$2.27M 1.36%
44,389
+120
34
$2.21M 1.32%
24,001
-220
35
$2.04M 1.22%
100,541
-180
36
$1.86M 1.11%
173,590
-2,000
37
$1.26M 0.75%
16,294
+664
38
$1.25M 0.75%
13,350
+88
39
$973K 0.58%
70,434
-200
40
$944K 0.57%
93,402
+8,274
41
$927K 0.56%
6,565
-170
42
$822K 0.49%
9,744
43
$706K 0.42%
6,592
-75
44
$676K 0.41%
80,622
+10,134
45
$638K 0.38%
11,462
+220
46
$622K 0.37%
7,381
+640
47
$611K 0.37%
18,705
-694
48
$560K 0.34%
5,925
+140
49
$548K 0.33%
5,384
+68
50
$540K 0.32%
17,160
+360
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