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
$203M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Sells

1 +$4.27M
2 +$4.07M
3 +$2.66M
4
MSFT icon
Microsoft
MSFT
+$1.82M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.71M

Sector Composition

1 Financials 16.88%
2 Communication Services 10.64%
3 Technology 8.86%
4 Healthcare 8.32%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$219K 0.11%
5,574
-1,000
52
$216K 0.11%
+3,615
53
-304,036
54
-18,939
55
-153,400
56
-119,957
57
-65,445