WIM
Wittenberg Investment Management Portfolio holdings
AUM
$229M
This Quarter Return
+10.23%
1 Year Return
+17.47%
3 Year Return
+71.44%
5 Year Return
+158.23%
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(-1.2%)
Cap. Flow
-$10.8M
Cap. Flow
% of AUM
-4.71%
Top 10 Holdings %
Top 10 Hldgs %
63.95%
Holding
86
New
5
Increased
6
Reduced
36
Closed
7
Top Buys
| 1 |
ESV
Ensco Rowan plc
ESV
|
$5.01M |
| 2 |
HRG
HRG Group, Inc.
HRG
|
$1.6M |
| 3 |
Liberty Broadband Class A
LBRDA
|
$563K |
| 4 |
Liberty Media Series C
FWONK
|
$376K |
| 5 |
PW
Power REIT
PW
|
$332K |
Top Sells
| 1 |
ATW
Atwood Oceanics
ATW
|
$4.98M |
| 2 |
NYRT
New York REIT, Inc.
NYRT
|
$3.43M |
| 3 |
WFC.WS
Wells Fargo & Company Ws
WFC.WS
|
$1.56M |
| 4 |
VRS
Verso Corporation
VRS
|
$1.16M |
| 5 |
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
|
$1.14M |
Sector Composition
| 1 | Financials | 30.42% |
| 2 | Communication Services | 20.14% |
| 3 | Technology | 17.17% |
| 4 | Energy | 4.26% |
| 5 | Real Estate | 2.67% |
