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
$286M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Sector Composition

1 Financials 17.67%
2 Communication Services 10.5%
3 Technology 8.98%
4 Healthcare 8.28%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$307K 0.11%
2,751
-477
52
$271K 0.09%
1,816
-420
53
$267K 0.09%
4,588
54
$254K 0.09%
1,112
55
$253K 0.09%
5,550
56
$251K 0.09%
+3,833
57
$210K 0.07%
945
58
-6,650
59
-23,616