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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
$252M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$398K
3
+$269K
4
GLIBA
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
+$267K
5
SIRI icon
SiriusXM
SIRI
+$266K

Top Sells

1
+$2.09M
2
+$1.37M
3
+$1.18M
4
MSFT icon
Microsoft
MSFT
+$663K
5
LILA icon
Liberty Latin America Class A
LILA
+$659K

Sector Composition

1 Communication Services 47.22%
2 Financials 28.45%
3 Technology 13.74%
4 Consumer Discretionary 3.28%
5 Energy 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$483K 0.19%
38,000
-500
52
$455K 0.18%
3,978
53
$400K 0.16%
55,835
54
$396K 0.16%
10,100
55
$358K 0.14%
25,000
56
$357K 0.14%
4,467
57
$332K 0.13%
5,573
58
$316K 0.13%
1,500
59
$310K 0.12%
1,674
60
$284K 0.11%
+7,626
61
$282K 0.11%
+7,511
62
$266K 0.11%
5,186
63
$243K 0.1%
800
64
$231K 0.09%
250
65
$223K 0.09%
7,885
66
$217K 0.09%
1,300
-1,700
67
$213K 0.08%
1,455
68
$212K 0.08%
6,750
-100
69
$212K 0.08%
9,034
70
$210K 0.08%
3,580
-340
71
$185K 0.07%
20,313
-1,200
72
$180K 0.07%
13,669
73
$128K 0.05%
10,856
-2,000
74
$127K 0.05%
17,223
75
$95.9K 0.04%
36,784
-27
1 2
3
4