WIM

Wittenberg Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 17.47%
This Quarter Est. Return
1 Year Est. Return
+17.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$3.5M
2 +$553K
3 +$59.1K
4
RAD
Rite Aid Corporation
RAD
+$42.5K
5
RDI icon
Reading International Class A
RDI
+$19.6K

Top Sells

1 +$4.03M
2 +$3.23M
3 +$2.04M
4
BN icon
Brookfield
BN
+$1.91M
5
BAC icon
Bank of America
BAC
+$1.8M

Sector Composition

1 Financials 29.99%
2 Communication Services 20.23%
3 Technology 18.32%
4 Energy 4.62%
5 Real Estate 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-144
77
-7,972
78
-16,900