WIM
Wittenberg Investment Management Portfolio holdings
AUM
$252M
1-Year Est. Return
28.87%
1 Year Est. Return
+28.87%
AUM
$252M
AUM Growth
+$23M
(+10%)
Holding
78
Top Buys
| 1 | +$3.55M | |
| 2 | +$318K | |
| 3 | +$284K | |
| 4 |
GLIBA
GCI Liberty Inc Series A
GLIBA
|
+$282K |
| 5 |
SiriusXM
SIRI
|
+$267K |
Top Sells
| 1 | +$2.43M | |
| 2 | +$1.58M | |
| 3 | +$1.27M | |
| 4 |
Warner Bros
WBD
|
+$752K |
| 5 |
Liberty Latin America Class A
LILA
|
+$741K |
Sector Composition
| 1 | Communication Services | 47.66% |
| 2 | Financials | 28.45% |
| 3 | Technology | 13.3% |
| 4 | Consumer Discretionary | 3.28% |
| 5 | Energy | 3.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
First Seacoast Bancorp
FSEA
$55.5M
| – | – |
-13,116
|
|
||
|
SSY
77
DELISTED
SunLink Health Systems
SSY
| – | – |
-51,592
|
|
||
|
WBA
78
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-31,000
|
|