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
$167M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$541K
2 +$414K
3 +$371K
4
SYK icon
Stryker
SYK
+$215K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$162K

Top Sells

1 +$1.39M
2 +$234K
3 +$119K
4
LUV icon
Southwest Airlines
LUV
+$82K
5
F icon
Ford
F
+$51.5K

Sector Composition

1 Financials 20.92%
2 Technology 13.08%
3 Industrials 11.04%
4 Healthcare 10.37%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$342K 0.21%
4,966
52
$223K 0.13%
4,708
+151
53
$217K 0.13%
2,659
-141
54
$215K 0.13%
+1,795
55
$24K 0.01%
355
56
-124,939