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
$172M
AUM Growth
+$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Sells

1 +$3.49M
2 +$577K
3 +$363K
4
ADP icon
Automatic Data Processing
ADP
+$350K
5
DD icon
DuPont de Nemours
DD
+$228K

Sector Composition

1 Financials 20.26%
2 Technology 15.15%
3 Energy 11.87%
4 Industrials 7.87%
5 Healthcare 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$269K 0.16%
5,466
52
$218K 0.13%
+26,298
53
$201K 0.12%
+1,800
54
-603
55
-2,153
56
-7,291