WPIC

White Pine Investment Company Portfolio holdings

AUM $424M
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
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
+$4.23M
2
+$3.87M
3
+$2.3M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.47M
5
UNM icon
Unum
UNM
+$1.32M

Top Sells

1
+$2.34M
2
+$2.25M
3
+$2.19M
4
MPC icon
Marathon Petroleum
MPC
+$1.86M
5
MSFT icon
Microsoft
MSFT
+$1.45M

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%
+5,145
55
$208K 0.12%
1,800
56
$132K 0.08%
+518
57
– –
-8,625
58
– –
-54,614
1 2
3