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
$229M
AUM Growth
-$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.84M
3
+$2.44M
4
WFC icon
Wells Fargo
WFC
+$1.95M
5
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
+$530K

Top Sells

1
+$4.36M
2
+$2.93M
3
+$2.76M
4
MSFT icon
Microsoft
MSFT
+$2.37M
5
T icon
AT&T
T
+$1.18M

Sector Composition

1 Financials 35.95%
2 Communication Services 23.06%
3 Technology 17.15%
4 Energy 5.08%
5 Healthcare 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$31K 0.01%
13,000
77
$1K ﹤0.01%
33,429
78
– –
-14,000
79
– –
-8,150
80
– –
-27,676
81
– –
-11,500
82
– –
-67,937
83
– –
-511,301
1 2 3
4