WIM

Wittenberg Investment Management Portfolio holdings

AUM $252M
1-Year Est. Return 28.87%
This Quarter Est. Return
1 Year Est. Return
+28.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
-$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.58M
3
+$1.53M
4
WBD icon
Warner Bros
WBD
+$1.34M
5
CLR
CONTINENTAL RESOURCES INC.
CLR
+$1.33M

Top Sells

1
+$2.28M
2
+$473K
3
+$371K
4
UBER icon
Uber
UBER
+$358K
5
TDW icon
Tidewater
TDW
+$330K

Sector Composition

1 Financials 35.45%
2 Communication Services 29.8%
3 Technology 14.7%
4 Energy 3.57%
5 Consumer Discretionary 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 1.07%
73,800
+13,800
27
$2.37M 1.01%
418,507
+105,923
28
$2.31M 0.98%
24,054
-1,102
29
$2.08M 0.88%
27,295
30
$1.87M 0.8%
66,312
31
$1.8M 0.76%
252,352
-1,011
32
$1.43M 0.61%
25,025
-3,250
33
$1.39M 0.59%
257,338
34
$1.39M 0.59%
27,678
+5,787
35
$1.38M 0.59%
223,699
+2,000
36
$1.33M 0.57%
+19,880
37
$1.21M 0.52%
49,852
-5,250
38
$1.14M 0.49%
38,289
+1,400
39
$1.14M 0.48%
64,730
+1,300
40
$1.1M 0.47%
40,083
+3,137
41
$1.01M 0.43%
270,711
42
$978K 0.42%
16,989
43
$970K 0.41%
2,512,620
+821,407
44
$968K 0.41%
3,302
-1,100
45
$903K 0.38%
54,737
-5,550
46
$889K 0.38%
+8,685
47
$839K 0.36%
14,829
-45
48
$803K 0.34%
542,437
+18,767
49
$797K 0.34%
102,055
+1,000
50
$708K 0.3%
188,694
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