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
$3.13B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1 +$76M
2 +$67.4M
3 +$20M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$19.3M
5
BRO icon
Brown & Brown
BRO
+$15.8M

Sector Composition

1 Technology 16.09%
2 Communication Services 15.96%
3 Healthcare 13.97%
4 Financials 12.68%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$34.4M 1.1%
500,920
+55,000
27
$32M 1.02%
2,083,720
+1,030,284
28
$30.7M 0.98%
2,094,000
+1,364,000
29
$30.6M 0.98%
956,450
-357,753
30
$30M 0.96%
561,280
-8,610
31
$28.9M 0.92%
361,550
32
$28.5M 0.91%
2,806,883
+154,480
33
$27.7M 0.88%
184,540
+6,340
34
$23.2M 0.74%
314,400
35
$22.8M 0.73%
412,500
36
$22.8M 0.73%
234,150
37
$22.1M 0.7%
500,000
38
$18.4M 0.59%
230,400
+4,000
39
$17.7M 0.57%
244,200
40
$16.5M 0.53%
125,700
41
$16.4M 0.52%
131,650
+4,800
42
$15.8M 0.5%
520,000
+20,000
43
$13.5M 0.43%
+72,370
44
$12.9M 0.41%
69
45
$11.1M 0.35%
+477,814
46
$10.6M 0.34%
318,842
+18,576
47
$9.83M 0.31%
230,000
48
$9.38M 0.3%
550,000
49
$8.94M 0.29%
453,000
+168
50
$8.86M 0.28%
340,000