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
$132M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.53M
2 +$1.42M
3 +$760K
4
INTC icon
Intel
INTC
+$696K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$537K

Top Sells

1 +$2.68M
2 +$2.34M
3 +$1.81M
4
ADP icon
Automatic Data Processing
ADP
+$314K
5
CELG
Celgene Corp
CELG
+$210K

Sector Composition

1 Financials 20.55%
2 Technology 15.61%
3 Communication Services 10.65%
4 Energy 9.57%
5 Healthcare 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,600
52
-500