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
$179M
AUM Growth
-$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$501K
2 +$381K
3 +$184K
4
TDW icon
Tidewater
TDW
+$119K
5
LEE icon
Lee Enterprises
LEE
+$118K

Top Sells

1 +$5.15M
2 +$3.96M
3 +$3.05M
4
LBRDA icon
Liberty Broadband Class A
LBRDA
+$2.06M
5
UNVR
Univar Solutions Inc.
UNVR
+$2.03M

Sector Composition

1 Financials 36.9%
2 Communication Services 25.38%
3 Technology 15.74%
4 Materials 5.79%
5 Energy 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,757