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
-$71K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$2.3M
2 +$1.57M
3 +$535K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$348K
5
UNM icon
Unum
UNM
+$203K

Sector Composition

1 Financials 19.86%
2 Technology 15.91%
3 Energy 11.61%
4 Industrials 8.19%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-41,658
52
-3,858
53
-44,650