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
$203M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$1.8M
3 +$1.38M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$959K
5
APA icon
APA Corp
APA
+$944K

Top Sells

1 +$3.96M
2 +$1.11M
3 +$276K
4
MSFT icon
Microsoft
MSFT
+$144K
5
LUV icon
Southwest Airlines
LUV
+$127K

Sector Composition

1 Financials 21.9%
2 Technology 14.84%
3 Industrials 7.69%
4 Healthcare 7.01%
5 Energy 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$258K 0.13%
4,041
-35
52
$232K 0.11%
673
-29
53
$209K 0.1%
+1,350
54
-123,334
55
-453,603