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
$293M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.95M
3
+$1.02M
4
PARA
Paramount Global Class B
PARA
+$1.01M
5
LILA icon
Liberty Latin America Class A
LILA
+$876K

Top Sells

1
+$3.84M
2
+$3.27M
3
+$2.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.37M
5
WFC icon
Wells Fargo
WFC
+$1.99M

Sector Composition

1 Financials 36.64%
2 Communication Services 31.38%
3 Technology 11.51%
4 Consumer Discretionary 5.02%
5 Energy 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.07%
+700
77
$199K 0.07%
36,128
+11,409
78
$174K 0.06%
20,735
79
$124K 0.04%
+10,034
80
$86.4K 0.03%
68,003
81
$82.3K 0.03%
36,911
-500
82
$63.9K 0.02%
87,565
83
– –
-28,588
1 2 3
4