WPIC

White Pine Investment Company Portfolio holdings

AUM $424M
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$8.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.03M
3
+$1M
4
DTE icon
DTE Energy
DTE
+$413K
5
MDLZ icon
Mondelez International
MDLZ
+$251K

Top Sells

1
+$198K
2
+$152K
3
+$90.3K
4
EOG icon
EOG Resources
EOG
+$55.5K
5
ADP icon
Automatic Data Processing
ADP
+$55.5K

Sector Composition

1 Financials 19.48%
2 Healthcare 9.24%
3 Technology 9.06%
4 Industrials 8.32%
5 Energy 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$310K 0.14%
2,599
+540
52
$273K 0.12%
5,421
+164
53
$269K 0.12%
6,574
+164
54
$266K 0.12%
700
-12
55
$254K 0.12%
+4,588
56
$233K 0.11%
660
57
$211K 0.1%
5,236
-1,260
58
$210K 0.1%
+970
59
$172K 0.08%
18,939
1 2
3