WIM
Wittenberg Investment Management Portfolio holdings
AUM
$229M
This Quarter Return
+15.29%
1 Year Return
+17.47%
3 Year Return
+71.44%
5 Year Return
+158.23%
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(+6.2%)
Cap. Flow
-$15.8M
Cap. Flow
% of AUM
-7.25%
Top 10 Holdings %
Top 10 Hldgs %
67.85%
Holding
75
New
4
Increased
8
Reduced
28
Closed
4
Top Buys
| 1 |
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
|
$1.15M |
| 2 |
AT
Atlantic Power Corporation
AT
|
$298K |
| 3 |
Eastern Company
EML
|
$295K |
| 4 |
Synchrony
SYF
|
$224K |
| 5 |
SuRo Capital
SSSS
|
$158K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$3.51M |
| 2 |
Apple
AAPL
|
$1.04M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.02M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$995K |
| 5 |
US Bancorp
USB
|
$766K |
Sector Composition
| 1 | Financials | 34.85% |
| 2 | Communication Services | 28.86% |
| 3 | Technology | 15.74% |
| 4 | Materials | 5.06% |
| 5 | Energy | 2.55% |
