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
$185M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$3.54M
2 +$1.95M
3 +$1.12M
4
TEF icon
Telefonica
TEF
+$1.04M
5
EVH icon
Evolent Health
EVH
+$958K

Top Sells

1 +$3.62M
2 +$608K
3 +$273K
4
LHX icon
L3Harris
LHX
+$218K
5
LUV icon
Southwest Airlines
LUV
+$205K

Sector Composition

1 Financials 22.47%
2 Technology 13.54%
3 Industrials 10.9%
4 Energy 6.92%
5 Healthcare 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$259K 0.14%
4,708
52
$218K 0.12%
4,506
53
$209K 0.11%
2,459
54
$207K 0.11%
+1,797
55
$47K 0.03%
355
56
-51,265