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WIM

Wittenberg Investment Management Portfolio holdings

AUM $269M
1-Year Est. Return 28.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.17M
3
+$1.59M
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$984K
5
LBTYA icon
Liberty Global Class A
LBTYA
+$462K

Top Sells

1
+$3.22M
2
+$3.16M
3
+$2.75M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$1.33M
5
ALLY icon
Ally Financial
ALLY
+$845K

Sector Composition

1 Financials 36.49%
2 Communication Services 28.78%
3 Technology 13.21%
4 Consumer Discretionary 4.8%
5 Energy 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$614K 0.25%
601,931
+59,494
52
$533K 0.22%
2,787
+14
53
$533K 0.22%
2,367,477
-145,143
54
$512K 0.21%
275,279
+8,000
55
$449K 0.18%
12,850
56
$421K 0.17%
19,121
-100
57
$406K 0.17%
889
58
$396K 0.16%
5,550
59
$395K 0.16%
48,500
60
$386K 0.16%
20,334
61
$374K 0.15%
4,303
62
$366K 0.15%
13,200
63
$357K 0.15%
+60,017
64
$356K 0.15%
2,410
65
$322K 0.13%
1,824
66
$314K 0.13%
9,171
67
$313K 0.13%
16,260
68
$288K 0.12%
3,445
+18
69
$283K 0.12%
1,075
70
$253K 0.1%
6,940
71
$248K 0.1%
1,694
72
$237K 0.1%
11,000
73
$237K 0.1%
33,303
74
$198K 0.08%
15,000
75
$195K 0.08%
10,566
1 2
3
4