WIM
Wittenberg Investment Management Portfolio holdings
AUM
$229M
1-Year Return
17.47%
This Quarter Return
+8.17%
1 Year Return
+17.47%
3 Year Return
+71.44%
5 Year Return
+158.23%
10 Year Return
–
AUM
$246M
AUM Growth
+$10.6M
(+4.5%)
Cap. Flow
-$3.55M
Cap. Flow
% of AUM
-1.45%
Top 10 Holdings %
Top 10 Hldgs %
58.42%
Holding
88
New
3
Increased
28
Reduced
21
Closed
5
Top Buys
| 1 |
Amazon
AMZN
|
$3.45M |
| 2 |
Liberty Broadband Class A
LBRDA
|
$2.02M |
| 3 |
Spotify
SPOT
|
$1.56M |
| 4 |
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
|
$933K |
| 5 |
Liberty Global Class A
LBTYA
|
$481K |
Top Sells
| 1 |
Tidewater
TDW
|
$3.83M |
| 2 |
Netflix
NFLX
|
$3.38M |
| 3 |
LMACA
Liberty Media Acquisition Corporation Series A Common Stock
LMACA
|
$2.75M |
| 4 |
CLR
CONTINENTAL RESOURCES INC.
CLR
|
$1.33M |
| 5 |
Ally Financial
ALLY
|
$777K |
Sector Composition
| 1 | Financials | 36.49% |
| 2 | Communication Services | 28.93% |
| 3 | Technology | 13.06% |
| 4 | Consumer Discretionary | 4.8% |
| 5 | Energy | 3.28% |
