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
$175M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$4.37M
2 +$3.69M
3 +$2.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.47M
5
UNM icon
Unum
UNM
+$1.34M

Top Sells

1 +$2.19M
2 +$2.17M
3 +$2.16M
4
MPC icon
Marathon Petroleum
MPC
+$1.98M
5
MSFT icon
Microsoft
MSFT
+$1.35M

Sector Composition

1 Financials 21.71%
2 Technology 12.13%
3 Energy 9.18%
4 Communication Services 8.49%
5 Healthcare 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$304K 0.17%
3,900
-400
52
$278K 0.16%
5,113
53
$273K 0.16%
5,466
54
$208K 0.12%
1,800
55
$208K 0.12%
+2,153
56
$132K 0.08%
+518
57
-8,625
58
-54,614