WIM
Wittenberg Investment Management Portfolio holdings
AUM
$229M
This Quarter Return
+12.05%
1 Year Return
+17.47%
3 Year Return
+71.44%
5 Year Return
+158.23%
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(+11%)
Cap. Flow
+$1.84M
Cap. Flow
% of AUM
0.78%
Top 10 Holdings %
Top 10 Hldgs %
59.12%
Holding
86
New
4
Increased
15
Reduced
19
Closed
6
Top Buys
| 1 |
Jefferies Financial Group
JEF
|
$1.98M |
| 2 |
ESV
Ensco Rowan plc
ESV
|
$870K |
| 3 |
Apple
AAPL
|
$828K |
| 4 |
VRS
Verso Corporation
VRS
|
$771K |
| 5 |
USAP
Universal Stainless & Alloy
USAP
|
$763K |
Top Sells
Sector Composition
| 1 | Financials | 33.66% |
| 2 | Communication Services | 25.12% |
| 3 | Technology | 17.58% |
| 4 | Energy | 3.99% |
| 5 | Healthcare | 3.87% |
