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
$234M
AUM Growth
-$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$784K
3
+$521K
4
USAP
Universal Stainless & Alloy
USAP
+$327K
5
WFC icon
Wells Fargo
WFC
+$262K

Top Sells

1
+$1.25M
2
+$889K
3
+$498K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$482K
5
SPB icon
Spectrum Brands
SPB
+$425K

Sector Composition

1 Financials 34.81%
2 Communication Services 24.18%
3 Technology 17.86%
4 Healthcare 4.08%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$85K 0.04%
27,676
-19,044
77
$60K 0.03%
1,081
78
$43K 0.02%
21,245
+300
79
$21K 0.01%
13,000
80
$1K ﹤0.01%
33,429
-600
81
– –
-2,750
1 2 3
4