WIM
Wittenberg Investment Management Portfolio holdings
AUM
$229M
This Quarter Return
+10.62%
1 Year Return
+17.47%
3 Year Return
+71.44%
5 Year Return
+158.23%
10 Year Return
–
AUM
$186M
AUM Growth
+$186M
(+4%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
7.32%
Top 10 Holdings %
Top 10 Hldgs %
67.93%
Holding
75
New
2
Increased
13
Reduced
32
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$18.6M |
| 2 |
Liberty Latin America Class C
LILAK
|
$1.7M |
| 3 |
AUD
Audacy, Inc.
AUD
|
$690K |
| 4 |
VRS
Verso Corporation
VRS
|
$631K |
| 5 |
Scorpio Tankers
STNG
|
$351K |
Top Sells
| 1 |
Limbach Holdings
LMB
|
$1.72M |
| 2 |
DSKE
Daseke, Inc. Common Stock
DSKE
|
$1.29M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$975K |
| 4 |
VAL
Valaris plc Class A Ordinary Share
VAL
|
$866K |
| 5 |
Jefferies Financial Group
JEF
|
$780K |
Sector Composition
| 1 | Financials | 37.9% |
| 2 | Communication Services | 26.07% |
| 3 | Technology | 16.62% |
| 4 | Materials | 4.54% |
| 5 | Energy | 2.69% |
