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
$2.32B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$8.64M
3 +$4M
4
LH icon
Labcorp
LH
+$3.71M
5
CMP icon
Compass Minerals
CMP
+$2.53M

Sector Composition

1 Communication Services 26.47%
2 Financials 24.08%
3 Healthcare 14.4%
4 Consumer Discretionary 8.77%
5 Technology 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$24.8M 1.07%
660,305
-8,920
27
$23.9M 1.03%
612,920
28
$23.3M 1.01%
197,022
-3,329
29
$23M 0.99%
131,545
-4,000
30
$21.3M 0.92%
304,620
+123,559
31
$20.6M 0.89%
166,817
32
$18.9M 0.82%
816,484
-9,720
33
$17.9M 0.77%
112,208
-19,283
34
$17.4M 0.75%
157,736
+500
35
$17.2M 0.74%
567,496
36
$15.7M 0.68%
131,000
-570
37
$13.1M 0.56%
742,917
-42,429
38
$12.8M 0.55%
362,001
39
$11.3M 0.49%
152,896
-14,718
40
$11.3M 0.49%
233,200
-16,000
41
$11.2M 0.48%
208,000
-100,000
42
$9.12M 0.39%
113,291
-8,832
43
$8.12M 0.35%
2,270,000
44
$8.03M 0.35%
254,000
45
$5.87M 0.25%
245,000
+30,000
46
$5.55M 0.24%
85,000
+38,752
47
$5.42M 0.23%
126,980
48
$5.19M 0.22%
70,000
-23,970
49
$4M 0.17%
+60,228
50
$3.94M 0.17%
150,000