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
$258M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$1.56M
3 +$742K
4
USAP
Universal Stainless & Alloy
USAP
+$730K
5
TDW icon
Tidewater
TDW
+$553K

Top Sells

1 +$2.96M
2 +$1.36M
3 +$471K
4
LILA icon
Liberty Latin America Class A
LILA
+$339K
5
COOP
Mr. Cooper
COOP
+$273K

Sector Composition

1 Financials 34.92%
2 Communication Services 22.24%
3 Technology 17.25%
4 Energy 6%
5 Materials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$77K 0.03%
1,081
77
$68K 0.03%
21,245
78
$46K 0.02%
+24,147
79
$31K 0.01%
13,000
80
$7K ﹤0.01%
+13,100
81
$3K ﹤0.01%
33,429