WIM
Wittenberg Investment Management Portfolio holdings
AUM
$261M
1-Year Est. Return
32.6%
This Fund
S&P 500
1 Year Est. Return
+32.6%
AUM
$261M
AUM Growth
+$8.67M
(+3.4%)
Holding
78
Top Buys
| 1 | +$2.4M | |
| 2 | +$1.36M | |
| 3 | +$910K | |
| 4 |
TripAdvisor
TRIP
|
+$674K |
| 5 |
Cable One
CABO
|
+$477K |
Top Sells
| 1 | +$2.72M | |
| 2 | +$713K | |
| 3 | +$663K | |
| 4 |
Liberty Broadband Class A
LBRDA
|
+$551K |
| 5 |
BP
BP
|
+$527K |
Sector Composition
| 1 | Communication Services | 48.69% |
| 2 | Financials | 26.65% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 3.14% |
| 5 | Energy | 2.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
AT&T
T
$194B
| – | – |
-7,885
|
|
||
77
Zoetis
ZTS
$48.8B
| – | – |
-1,455
|
|
||
|
SNRE
78
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
| – | – |
-3,580
|
|