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

Top Buys

1 +$271K
2 +$135K
3 +$110K
4
DFS
Discover Financial Services
DFS
+$103K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$75.7K

Top Sells

1 +$4.92M
2 +$329K
3 +$184K
4
MS icon
Morgan Stanley
MS
+$180K
5
MSFT icon
Microsoft
MSFT
+$146K

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%
8,152
-430
52
$229K 0.12%
702
+29
53
-38,005