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
$187M
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$5.07M
2 +$3.18M
3 +$2.47M
4
EOG icon
EOG Resources
EOG
+$2.22M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$309K

Top Sells

1 +$3.89M
2 +$2.99M
3 +$2.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$400K
5
AMZN icon
Amazon
AMZN
+$302K

Sector Composition

1 Financials 20.5%
2 Technology 13.31%
3 Healthcare 8.2%
4 Energy 7.17%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-344,595
52
-4,257
53
-660
54
-81,538
55
-3,020