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
$217M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$963K
2 +$898K
3 +$828K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$609K
5
AAPL icon
Apple
AAPL
+$426K

Sector Composition

1 Financials 17.5%
2 Communication Services 10.3%
3 Technology 8.31%
4 Healthcare 8.3%
5 Industrials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$236K 0.11%
2,700
52
$226K 0.1%
+8,086
53
$216K 0.1%
5,600
+26
54
-3,615