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
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.83M
3
+$2.55M
4
COOP
Mr. Cooper
COOP
+$2.42M
5
VRS
Verso Corporation
VRS
+$1.32M

Top Sells

1
+$2.07M
2
+$1.04M
3
+$379K
4
FCE.A
Forest City Realty Trust, Inc.
FCE.A
+$284K
5
LYV icon
Live Nation Entertainment
LYV
+$254K

Sector Composition

1 Financials 29.55%
2 Communication Services 20.02%
3 Technology 17.22%
4 Real Estate 5.24%
5 Energy 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$129K 0.06%
+6,250
77
$86K 0.04%
1,581
78
$3K ﹤0.01%
17,891
1 2 3
4