WIM
Wittenberg Investment Management Portfolio holdings
AUM
$229M
This Quarter Return
+4.22%
1 Year Return
+17.47%
3 Year Return
+71.44%
5 Year Return
+158.23%
10 Year Return
–
AUM
$237M
AUM Growth
+$237M
(+2%)
Cap. Flow
-$14.6K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
61.77%
Holding
83
New
4
Increased
14
Reduced
30
Closed
4
Top Buys
| 1 |
Liberty Broadband Class A
LBRDA
|
$2.4M |
| 2 |
Liberty Latin America Class A
LILA
|
$1.04M |
| 3 |
Wyndham Hotels & Resorts
WH
|
$806K |
| 4 |
HRG
HRG Group, Inc.
HRG
|
$683K |
| 5 |
MACK
Merrimack Pharmaceuticals, Inc.
MACK
|
$641K |
Top Sells
| 1 |
VRS
Verso Corporation
VRS
|
$1.54M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$1.02M |
| 3 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$683K |
| 4 |
Apple
AAPL
|
$472K |
| 5 |
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
|
$465K |
Sector Composition
| 1 | Financials | 27.07% |
| 2 | Communication Services | 20.87% |
| 3 | Technology | 18.71% |
| 4 | Real Estate | 5.06% |
| 5 | Energy | 4.81% |
