WIM

Wittenberg Investment Management Portfolio holdings

AUM $261M
1-Year Est. Return 32.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$25M
3
+$11.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.86M
5
RDI icon
Reading International Class A
RDI
+$7.12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 32.06%
2 Communication Services 21.1%
3 Technology 16.89%
4 Energy 5.16%
5 Industrials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$123K 0.06%
+44,000
77
$70K 0.03%
+1,581
78
$3K ﹤0.01%
+17,891
1 2 3
4