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
$205M
AUM Growth
+$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1 +$5.46M
2 +$4.42M
3 +$2.55M
4
OHI icon
Omega Healthcare
OHI
+$955K
5
AMZN icon
Amazon
AMZN
+$230K

Top Sells

1 +$4.76M
2 +$2.01M
3 +$1.93M
4
CARS icon
Cars.com
CARS
+$1.38M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$723K

Sector Composition

1 Financials 20.63%
2 Technology 12.05%
3 Industrials 7.47%
4 Healthcare 6.96%
5 Energy 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$230K 0.11%
+3,180
52
$205K 0.1%
+625
53
-3,880
54
-7,552
55
-136,883
56
-1,350
57
-103,210
58
-47,771