WIM
Wittenberg Investment Management Portfolio holdings
AUM
$229M
This Quarter Return
-4.47%
1 Year Return
+17.47%
3 Year Return
+71.44%
5 Year Return
+158.23%
10 Year Return
–
AUM
$235M
AUM Growth
+$235M
(-0.63%)
Cap. Flow
+$34.2M
Cap. Flow
% of AUM
14.54%
Top 10 Holdings %
Top 10 Hldgs %
59.47%
Holding
90
New
6
Increased
31
Reduced
21
Closed
5
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$12.3M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$11.1M |
| 3 |
Liberty Global Class A
LBTYA
|
$2.91M |
| 4 |
Liberty Latin America Class A
LILA
|
$1.58M |
| 5 |
US Bancorp
USB
|
$1.53M |
Top Sells
| 1 |
Netflix
NFLX
|
$2.28M |
| 2 |
Spotify
SPOT
|
$473K |
| 3 |
Immunovant
IMVT
|
$371K |
| 4 |
Uber
UBER
|
$358K |
| 5 |
Tidewater
TDW
|
$330K |
Sector Composition
| 1 | Financials | 35.45% |
| 2 | Communication Services | 29.8% |
| 3 | Technology | 14.7% |
| 4 | Energy | 3.57% |
| 5 | Consumer Discretionary | 3.25% |
