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
$294M
AUM Growth
+$153K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.33M
3
+$1.91M
4
SIRI icon
SiriusXM
SIRI
+$1.37M
5
QVCGA
QVC Group Inc Series A
QVCGA
+$1.08M

Top Sells

1
+$3.11M
2
+$3.1M
3
+$2.53M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.06M
5
USAP
Universal Stainless & Alloy
USAP
+$1.89M

Sector Composition

1 Communication Services 36.43%
2 Financials 33.24%
3 Technology 13.67%
4 Consumer Discretionary 4.19%
5 Energy 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.07%
700
77
$181K 0.06%
20,220
-515
78
$128K 0.04%
117,137
+49,134
79
$84.2K 0.03%
105,214
+17,649
80
$81.2K 0.03%
36,911
81
$76.6K 0.03%
+14,929
82
– –
-8,685
83
– –
-84,111
84
– –
-226,866
85
– –
-210,239
1 2 3
4