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
$260M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$3.01M
2 +$2.12M
3 +$1.14M
4
RAIL icon
FreightCar America
RAIL
+$769K
5
IMVT icon
Immunovant
IMVT
+$690K

Sector Composition

1 Financials 32.54%
2 Communication Services 27.77%
3 Technology 15.94%
4 Materials 5.18%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$52K 0.02%
13,457