WIM
Wittenberg Investment Management Portfolio holdings
AUM
$261M
1-Year Est. Return
32.6%
This Fund
S&P 500
1 Year Est. Return
+32.6%
AUM
$252M
AUM Growth
+$23M
(+10%)
Holding
78
Top Buys
| 1 | +$3.9M | |
| 2 | +$398K | |
| 3 | +$269K | |
| 4 |
GLIBA
GCI Liberty Inc Series A
GLIBA
|
+$267K |
| 5 |
SiriusXM
SIRI
|
+$266K |
Top Sells
| 1 | +$2.09M | |
| 2 | +$1.37M | |
| 3 | +$1.18M | |
| 4 |
Microsoft
MSFT
|
+$663K |
| 5 |
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
First Seacoast Bancorp
FSEA
| – | – |
-13,116
|
|
||
|
SSY
77
DELISTED
SunLink Health Systems
SSY
| – | – |
-51,592
|
|
||
|
WBA
78
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-31,000
|
|