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
$188M
AUM Growth
+$422K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$276K
2 +$138K
3 +$113K
4
DFS
Discover Financial Services
DFS
+$110K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$75.3K

Top Sells

1 +$4.92M
2 +$342K
3 +$196K
4
MS icon
Morgan Stanley
MS
+$187K
5
MSFT icon
Microsoft
MSFT
+$149K

Sector Composition

1 Financials 21.63%
2 Technology 14.05%
3 Industrials 7.38%
4 Healthcare 7.12%
5 Energy 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$241K 0.13%
4,076
-215
52
$229K 0.12%
702
+29
53
-38,005