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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
+13.93%
1 Year Est. Return
+28.17%
3 Year Est. Return
+86.16%
5 Year Est. Return
+103.36%
10 Year Est. Return
–
AUM
$220M
AUM Growth
–
Cap. Flow
+$209M
Cap. Flow
% of AUM
94.92%
Top 10 Holdings %
Top 10 Hldgs %
60.76%
Holding
78
New
78
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$44.7M |
| 2 |
Apple
AAPL
|
+$25M |
| 3 |
WFC.WS
Wells Fargo & Company Ws
WFC.WS
|
+$11.9M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$7.86M |
| 5 |
Reading International Class A
RDI
|
+$7.12M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 32.06% |
| 2 | Communication Services | 21.1% |
| 3 | Technology | 16.89% |
| 4 | Energy | 5.16% |
| 5 | Industrials | 2.99% |
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Wittenberg Investment Management's Q4 2016 Portfolio in Review
Q4 2016 is the first quarter with a 13F filing on record for Wittenberg Investment Management, which disclosed 78 positions worth $220M. Its ten largest holdings account for 61% of the portfolio.
Its largest position is Berkshire Hathaway Class B: 290,064 shares worth $47.3M.
By sector, the portfolio is most concentrated in Financials at 32% of assets, followed by Communication Services and Technology.
- Wittenberg Investment Management's largest Q4 2016 buy was Berkshire Hathaway Class B: 290,064 shares worth $47.3M.
- Wittenberg Investment Management's ten largest holdings make up 61% of its $220M portfolio in Q4 2016.
- Wittenberg Investment Management disclosed 78 positions in Q4 2016, its first 13F filing on record.
Based on Wittenberg Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.