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
$236M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$870K
3 +$828K
4
VRS
Verso Corporation
VRS
+$771K
5
USAP
Universal Stainless & Alloy
USAP
+$763K

Sector Composition

1 Financials 33.66%
2 Communication Services 25.12%
3 Technology 17.58%
4 Energy 3.99%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$110K 0.05%
+20,945
77
$61K 0.03%
1,081
78
$35K 0.01%
2,750
79
$15K 0.01%
34,029
+12,000
80
$12K 0.01%
13,000
81
-2,000
82
-696,240
83
-2,225,802
84
-79,218
85
-17,891