WIM
Wittenberg Investment Management Portfolio holdings
AUM
$229M
This Quarter Return
+0.53%
1 Year Return
+17.47%
3 Year Return
+71.44%
5 Year Return
+158.23%
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(-2%)
Cap. Flow
-$7.17M
Cap. Flow
% of AUM
-3.12%
Top 10 Holdings %
Top 10 Hldgs %
61.41%
Holding
83
New
3
Increased
12
Reduced
36
Closed
6
Top Buys
| 1 |
VAL
Valaris plc Class A Ordinary Share
VAL
|
$5.06M |
| 2 |
Tidewater
TDW
|
$2.84M |
| 3 |
VRS
Verso Corporation
VRS
|
$2.44M |
| 4 |
Wells Fargo
WFC
|
$1.95M |
| 5 |
Jefferies Financial Group
JEF
|
$644K |
Top Sells
| 1 |
ESV
Ensco Rowan plc
ESV
|
$4.36M |
| 2 |
Apple
AAPL
|
$2.93M |
| 3 |
Comcast
CMCSA
|
$2.76M |
| 4 |
Microsoft
MSFT
|
$2.37M |
| 5 |
AT&T
T
|
$1.18M |
Sector Composition
| 1 | Financials | 35.95% |
| 2 | Communication Services | 23.06% |
| 3 | Technology | 17.15% |
| 4 | Energy | 5.08% |
| 5 | Healthcare | 3.37% |
