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
$200M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Sector Composition

1 Financials 19.81%
2 Technology 11.48%
3 Industrials 8.16%
4 Energy 7.47%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$250K 0.13%
3,378
-945
52
$235K 0.12%
+2,640
53
$228K 0.11%
+3,880
54
$228K 0.11%
+660
55
-1,640
56
-18,939
57
-93,948
58
-21,366