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
$2.52B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$66.7M
2
+$18.6M
3
+$12.6M
4
CVS icon
CVS Health
CVS
+$9.56M
5
AMZN icon
Amazon
AMZN
+$8.97M

Top Sells

1
+$70.6M
2
+$36.1M
3
+$34.3M
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$30.6M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$22.4M

Sector Composition

1 Communication Services 24.87%
2 Financials 22.65%
3 Healthcare 13.15%
4 Consumer Discretionary 8.38%
5 Technology 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29M 1.15%
786,800
-178,600
27
$26.2M 1.04%
361,335
-3,301
28
$26.2M 1.04%
1,313,318
+363,771
29
$25.4M 1.01%
141,228
-10,105
30
$24.6M 0.98%
210,317
+12,711
31
$22.5M 0.89%
183,633
-19,686
32
$21.6M 0.86%
624,340
-12,540
33
$21.1M 0.84%
200,634
-1,671
34
$19.6M 0.78%
167,068
-19,000
35
$18.6M 0.74%
+132,160
36
$18.1M 0.72%
157,510
-40,330
37
$17.3M 0.69%
667,600
-134,146
38
$15.2M 0.61%
783,586
-153,197
39
$14.2M 0.56%
567,496
-27,683
40
$13.8M 0.55%
132,495
41
$13.6M 0.54%
164,458
-74,552
42
$12.6M 0.5%
+318,160
43
$12.5M 0.49%
84,557
-92,862
44
$12M 0.48%
2,382,690
-257,885
45
$11.2M 0.45%
370,172
-256,297
46
$10.2M 0.4%
165,244
+15,244
47
$9.56M 0.38%
+121,162
48
$9.34M 0.37%
249,200
+239,200
49
$9.19M 0.37%
2,270,000
50
$8.46M 0.34%
310,505
+53,627
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