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WIM
Wittenberg Investment Management Portfolio holdings
AUM
$269M
1-Year Est. Return
28.17%
This Fund
S&P 500
1 Year Est. Return
+28.17%
AUM
$269M
AUM Growth
+$8.31M
(+3.2%)
Holding
77
Top Buys
| 1 | +$22M | |
| 2 | +$8.03M | |
| 3 | +$4.83M | |
| 4 |
VSNT
Versant Media Group
VSNT
|
+$4.58M |
| 5 |
Thryv Holdings
THRY
|
+$2.78M |
Top Sells
| 1 | +$2.4M | |
| 2 | +$983K | |
| 3 | +$713K | |
| 4 |
Apple
AAPL
|
+$492K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$443K |
Sector Composition
| 1 | Communication Services | 49.3% |
| 2 | Financials | 23.99% |
| 3 | Technology | 14.89% |
| 4 | Consumer Discretionary | 3.98% |
| 5 | Energy | 3.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
GLDD
76
DELISTED
Great Lakes Dredge & Dock
GLDD
| – | – |
-183,100
|
|
||
77
Lee Enterprises
LEE
$220M
| – | – |
-53,069
|
|