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
$247M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Sells

1 +$1.31M
2 +$1.14M
3 +$485K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$431K
5
MSFT icon
Microsoft
MSFT
+$407K

Sector Composition

1 Financials 17.85%
2 Communication Services 10.17%
3 Healthcare 7.94%
4 Technology 7.86%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$229K 0.09%
5,576
-24
52
$207K 0.08%
+945
53
-18,254
54
-18,939
55
-8,086
56
-2,700