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
$301M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Sells

1 +$2.68M
2 +$687K
3 +$660K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$537K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$411K

Sector Composition

1 Financials 16.85%
2 Communication Services 10.28%
3 Technology 9.73%
4 Healthcare 9.18%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$329K 0.11%
2,754
+3
52
$316K 0.11%
1,816
53
$304K 0.1%
4,588
54
$257K 0.09%
1,112
55
$235K 0.08%
4,966
-584
56
$216K 0.07%
+1,592
57
$205K 0.07%
945
58
-18,939