WIM
Wittenberg Investment Management Portfolio holdings
AUM
$229M
This Quarter Return
+9.41%
1 Year Return
+17.47%
3 Year Return
+71.44%
5 Year Return
+158.23%
10 Year Return
–
AUM
$248M
AUM Growth
+$248M
(+14%)
Cap. Flow
+$8.9M
Cap. Flow
% of AUM
3.59%
Top 10 Holdings %
Top 10 Hldgs %
66.78%
Holding
76
New
5
Increased
18
Reduced
9
Closed
2
Top Buys
| 1 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$5.54M |
| 2 |
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
|
$2.61M |
| 3 |
Immunovant
IMVT
|
$676K |
| 4 |
Microsoft
MSFT
|
$515K |
| 5 |
SuRo Capital
SSSS
|
$514K |
Top Sells
| 1 |
Wells Fargo
WFC
|
$1.01M |
| 2 |
VRS
Verso Corporation
VRS
|
$946K |
| 3 |
Avis
CAR
|
$389K |
| 4 |
Ovintiv
OVV
|
$310K |
| 5 |
AT
Atlantic Power Corporation
AT
|
$298K |
Sector Composition
| 1 | Financials | 33.26% |
| 2 | Communication Services | 28.93% |
| 3 | Technology | 16.31% |
| 4 | Materials | 4.84% |
| 5 | Energy | 2.23% |
