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

Top Buys

1 +$2.4M
2 +$1.04M
3 +$806K
4
HRG
HRG Group, Inc.
HRG
+$683K
5
MACK
Merrimack Pharmaceuticals, Inc.
MACK
+$641K

Top Sells

1 +$1.54M
2 +$1.02M
3 +$738K
4
CBI
Chicago Bridge & Iron Nv
CBI
+$683K
5
AAPL icon
Apple
AAPL
+$472K

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