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
$232M
AUM Growth
+$2.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Sells

1 +$5.32M
2 +$1.52M
3 +$1.26M
4
MSFT icon
Microsoft
MSFT
+$1.17M
5
LYV icon
Live Nation Entertainment
LYV
+$607K

Sector Composition

1 Financials 29.95%
2 Communication Services 19.25%
3 Technology 17.14%
4 Real Estate 5.7%
5 Healthcare 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$67K 0.03%
1,081
77
$60K 0.03%
+67,037
78
$57K 0.02%
22,000
79
$1K ﹤0.01%
17,891
80
-9,450
81
-47,497
82
-3,771
83
-9,077