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
$237M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.12M
3
+$1.1M
4
WH icon
Wyndham Hotels & Resorts
WH
+$844K
5
HRG
HRG Group, Inc.
HRG
+$697K

Top Sells

1
+$1.35M
2
+$1.06M
3
+$822K
4
CBI
Chicago Bridge & Iron Nv
CBI
+$683K
5
AAPL icon
Apple
AAPL
+$463K

Sector Composition

1 Financials 27.07%
2 Communication Services 20.87%
3 Technology 18.71%
4 Real Estate 5.06%
5 Energy 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$73K 0.03%
1,081
77
$61K 0.03%
95,937
+28,900
78
– –
-3,420
79
– –
-20,500
80
– –
-22,000
81
$0 ﹤0.01%
17,891
82
– –
-47,400
1 2 3
4