WIM

Weitz Investment Management Portfolio holdings

AUM $1.86B
1-Year Est. Return 15.01%
This Quarter Est. Return
1 Year Est. Return
+15.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$137M
3
+$133M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$123M
5
WFC icon
Wells Fargo
WFC
+$105M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16%
2 Technology 15.84%
3 Communication Services 15.2%
4 Healthcare 12.98%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$35.3M 1.43%
+602,229
27
$34.2M 1.38%
+395,000
28
$32.4M 1.31%
+192,025
29
$29.3M 1.19%
+2,618,660
30
$27M 1.09%
+2,393,860
31
$26.4M 1.07%
+420,000
32
$24.2M 0.98%
+565,900
33
$23.2M 0.94%
+1,108,872
34
$22.7M 0.92%
+359,800
35
$21M 0.85%
+330,500
36
$16.2M 0.66%
+225,300
37
$14.5M 0.59%
+126,200
38
$14.4M 0.58%
+125,000
39
$11.6M 0.47%
+69
40
$11.5M 0.47%
+201,200
41
$11.2M 0.45%
+412,500
42
$10.8M 0.44%
+830,000
43
$9.99M 0.4%
+620,000
44
$9.2M 0.37%
+230,000
45
$7.5M 0.3%
+230,000
46
$7.29M 0.29%
+250,000
47
$7.18M 0.29%
+85,000
48
$7.14M 0.29%
+1,500,000
49
$6.73M 0.27%
+125,000
50
$6.06M 0.25%
+184,202
1
2
3