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WIM

Wittenberg Investment Management Portfolio holdings

AUM $269M
1-Year Est. Return 28.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$398K
3
+$269K
4
GLIBA
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
+$267K
5
SIRI icon
SiriusXM
SIRI
+$266K

Top Sells

1
+$2.09M
2
+$1.37M
3
+$1.18M
4
MSFT icon
Microsoft
MSFT
+$663K
5
LILA icon
Liberty Latin America Class A
LILA
+$659K

Sector Composition

1 Communication Services 47.22%
2 Financials 28.45%
3 Technology 13.74%
4 Consumer Discretionary 3.28%
5 Energy 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-13,116
77
– –
-51,592
78
– –
-31,000
1 2 3
4