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
$183M
AUM Growth
-$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$5.89M
3
+$2.89M
4
VRS
Verso Corporation
VRS
+$2.19M
5
RDI icon
Reading International Class A
RDI
+$1.51M

Top Sells

1
+$9.05M
2
+$5.16M
3
+$1.61M
4
MSFT icon
Microsoft
MSFT
+$1.2M
5
GS icon
Goldman Sachs
GS
+$786K

Sector Composition

1 Financials 41.09%
2 Communication Services 23.21%
3 Technology 14.5%
4 Materials 6.03%
5 Energy 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-8,150
77
– –
-1,173
78
– –
-7,061
79
– –
-22,000
80
– –
-7,886
81
– –
-4,300
82
– –
-27,015
83
– –
-15,000
84
– –
-13,000
1 2 3
4