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
$220M
AUM Growth
+$8.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$1.75M
2 +$1.05M
3 +$1.02M
4
DTE icon
DTE Energy
DTE
+$423K
5
MDLZ icon
Mondelez International
MDLZ
+$254K

Top Sells

1 +$212K
2 +$154K
3 +$86.1K
4
ADP icon
Automatic Data Processing
ADP
+$54.2K
5
EOG icon
EOG Resources
EOG
+$50.9K

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%
2,618
-630
58
$210K 0.1%
+970
59
$172K 0.08%
18,939