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
$212M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Sells

1 +$4.73M
2 +$2.83M
3 +$971K
4
DD icon
DuPont de Nemours
DD
+$302K
5
CDK
CDK Global, Inc.
CDK
+$228K

Sector Composition

1 Financials 20.24%
2 Technology 9.21%
3 Healthcare 8.93%
4 Industrials 8.09%
5 Energy 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$259K 0.12%
+712
52
$253K 0.12%
3,248
-130
53
$249K 0.12%
5,257
54
$244K 0.12%
+2,059
55
$234K 0.11%
660
56
$151K 0.07%
+18,939
57
-3,880
58
-35,041
59
-9,151
60
-2,804