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WIM

Wittenberg Investment Management Portfolio holdings

AUM $269M
1-Year Est. Return 28.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$398K
3
+$269K
4
GLIBA
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
+$267K
5
SIRI icon
SiriusXM
SIRI
+$266K

Top Sells

1
+$2.09M
2
+$1.37M
3
+$1.18M
4
MSFT icon
Microsoft
MSFT
+$663K
5
LILA icon
Liberty Latin America Class A
LILA
+$659K

Sector Composition

1 Communication Services 47.22%
2 Financials 28.45%
3 Technology 13.74%
4 Consumer Discretionary 3.28%
5 Energy 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.65%
34,700
27
$1.63M 0.65%
13,464
28
$1.63M 0.65%
1,108,002
-27,444
29
$1.57M 0.62%
1,274
-20
30
$1.57M 0.62%
16,448
31
$1.46M 0.58%
60,000
32
$1.43M 0.57%
1,796
33
$1.42M 0.56%
14,597
34
$1.28M 0.51%
13,203
35
$1.12M 0.44%
26,871
36
$1.11M 0.44%
91,684
-10,500
37
$1.09M 0.43%
80,962
-5,191
38
$957K 0.38%
11,420
-358
39
$944K 0.37%
64,217
40
$932K 0.37%
37,380
41
$909K 0.36%
8,705
42
$631K 0.25%
1,900
43
$591K 0.23%
43,420
-93,537
44
$591K 0.23%
2,691
45
$585K 0.23%
14,000
46
$529K 0.21%
97,257
+12,214
47
$527K 0.21%
15,300
48
$518K 0.21%
3,228
49
$488K 0.19%
5,759
-179
50
$486K 0.19%
3,478
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2
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