WIM
Wittenberg Investment Management Portfolio holdings
AUM
$229M
This Quarter Return
-28.17%
1 Year Return
+17.47%
3 Year Return
+71.44%
5 Year Return
+158.23%
10 Year Return
–
AUM
$183M
AUM Growth
+$183M
(-29%)
Cap. Flow
+$233K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
65.43%
Holding
84
New
3
Increased
18
Reduced
31
Closed
9
Top Buys
| 1 |
Wells Fargo
WFC
|
$7.25M |
| 2 |
US Bancorp
USB
|
$5.89M |
| 3 |
UNVR
Univar Solutions Inc.
UNVR
|
$2.89M |
| 4 |
VRS
Verso Corporation
VRS
|
$2.19M |
| 5 |
Reading International Class A
RDI
|
$1.51M |
Top Sells
| 1 |
Apple
AAPL
|
$9.05M |
| 2 |
AGN
Allergan plc
AGN
|
$5.16M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.61M |
| 4 |
Microsoft
MSFT
|
$1.2M |
| 5 |
Goldman Sachs
GS
|
$786K |
Sector Composition
| 1 | Financials | 41.09% |
| 2 | Communication Services | 23.21% |
| 3 | Technology | 14.5% |
| 4 | Materials | 6.03% |
| 5 | Energy | 2.87% |
