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
51
$137K 0.09%
703
-121
52
$19K 0.01%
500
53
-24,790
54
-3,858
55
-123,532