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
$290M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Sector Composition

1 Financials 18.01%
2 Communication Services 10.24%
3 Technology 8.74%
4 Healthcare 8.05%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$419K 0.14%
6,650
-850
52
$356K 0.12%
3,228
-960
53
$330K 0.11%
2,236
-95
54
$286K 0.1%
4,588
55
$269K 0.09%
1,112
56
$265K 0.09%
5,550
57
$221K 0.08%
945