WIM

Wittenberg Investment Management Portfolio holdings

AUM $252M
1-Year Est. Return 28.87%
This Quarter Est. Return
1 Year Est. Return
+28.87%
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
+$3.97M
2
+$3.69M
3
+$2.3M
4
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
+$2.28M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$1.31M

Top Sells

1
+$2.02M
2
+$1.08M
3
+$380K
4
FCE.A
Forest City Realty Trust, Inc.
FCE.A
+$297K
5
LYV icon
Live Nation Entertainment
LYV
+$264K

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