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
$166M
AUM Growth
+$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.57M
3 +$1.09M
4
PFE icon
Pfizer
PFE
+$874K
5
GE icon
GE Aerospace
GE
+$679K

Top Sells

1 +$1.38M
2 +$421K
3 +$420K
4
F icon
Ford
F
+$136K
5
UNM icon
Unum
UNM
+$136K

Sector Composition

1 Financials 18.92%
2 Technology 15.01%
3 Energy 13%
4 Industrials 8.14%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.12%
+3,858
52
$137K 0.08%
703
53
-500
54
-34,984