WIM
Wittenberg Investment Management Portfolio holdings
AUM
$229M
This Quarter Return
+5.34%
1 Year Return
+17.47%
3 Year Return
+71.44%
5 Year Return
+158.23%
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(-5.7%)
Cap. Flow
-$19M
Cap. Flow
% of AUM
-9.16%
Top 10 Holdings %
Top 10 Hldgs %
63.69%
Holding
78
New
–
Increased
6
Reduced
31
Closed
5
Top Buys
| 1 |
NYRT
New York REIT, Inc.
NYRT
|
$3.5M |
| 2 |
ATW
Atwood Oceanics
ATW
|
$553K |
| 3 |
NXEOW
Nexeo Solutions, Inc. Warrant
NXEOW
|
$59.1K |
| 4 |
RAD
Rite Aid Corporation
RAD
|
$42.5K |
| 5 |
Reading International Class A
RDI
|
$19.6K |
Top Sells
| 1 |
Apple
AAPL
|
$3.23M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.04M |
| 3 |
Brookfield
BN
|
$1.91M |
| 4 |
Bank of America
BAC
|
$1.8M |
| 5 |
Goldman Sachs
GS
|
$1.56M |
Sector Composition
| 1 | Financials | 29.99% |
| 2 | Communication Services | 20.23% |
| 3 | Technology | 18.32% |
| 4 | Energy | 4.62% |
| 5 | Real Estate | 4.03% |