WIM

Wittenberg Investment Management Portfolio holdings

AUM $252M
1-Year Est. Return 28.87%
This Quarter Est. Return
1 Year Est. Return
+28.87%
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 +$2.74M
2 +$2.22M
3 +$949K
4
IMVT icon
Immunovant
IMVT
+$665K
5
RAIL icon
FreightCar America
RAIL
+$661K

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