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
$222M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$895K
2 +$794K
3 +$746K
4
TDW icon
Tidewater
TDW
+$410K
5
GLDD icon
Great Lakes Dredge & Dock
GLDD
+$409K

Top Sells

1 +$8.35M
2 +$4.21M
3 +$3.19M
4
WFC icon
Wells Fargo
WFC
+$2.91M
5
JPM icon
JPMorgan Chase
JPM
+$2.49M

Sector Composition

1 Communication Services 44.71%
2 Financials 33.16%
3 Technology 13.25%
4 Consumer Discretionary 3.23%
5 Industrials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-20,705
77
-21,014