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
$2.66B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$12.2M
3
+$11M
4
RWT
Redwood Trust
RWT
+$10.8M
5
WKC icon
World Kinect Corp
WKC
+$9.7M

Top Sells

1
+$35.1M
2
+$14.7M
3
+$10.8M
4
SD
SANDRIDGE ENERGY, INC.
SD
+$7.14M
5
MOS icon
The Mosaic Company
MOS
+$6.73M

Sector Composition

1 Financials 15.5%
2 Communication Services 15.3%
3 Technology 14.63%
4 Healthcare 13.44%
5 Consumer Discretionary 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34.9M 1.31%
185,190
-6,835
27
$33.8M 1.27%
2,619,488
+828
28
$30.2M 1.13%
603,166
+937
29
$26.7M 1%
1,230,768
+121,896
30
$26.4M 0.99%
568,310
+2,410
31
$23.3M 0.88%
361,550
+1,750
32
$22.9M 0.86%
2,406,852
+12,992
33
$21.7M 0.82%
314,400
-16,100
34
$20.3M 0.76%
319,700
-100,300
35
$18.3M 0.69%
490,000
+260,000
36
$17.5M 0.66%
412,500
37
$16.7M 0.63%
226,400
+1,100
38
$16.1M 0.61%
126,850
+650
39
$15.5M 0.58%
410,502
+226,300
40
$15.1M 0.57%
125,700
+700
41
$11.8M 0.44%
69
42
$11.6M 0.44%
720,994
+100,994
43
$11.5M 0.43%
201,860
+660
44
$10.6M 0.4%
330,000
+180,000
45
$10.4M 0.39%
671,000
-159,000
46
$8.78M 0.33%
230,000
47
$8.15M 0.31%
452,532
+431,532
48
$6.48M 0.24%
85,000
49
$6.31M 0.24%
113,700
-633,220
50
$4.84M 0.18%
60,000
1
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