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
$2.4B
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$10.6M
3
+$9.59M
4
AMZN icon
Amazon
AMZN
+$5.84M
5
RWT
Redwood Trust
RWT
+$5.71M

Top Sells

1
+$18.9M
2
+$18.5M
3
+$17.6M
4
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$13.2M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$10.6M

Sector Composition

1 Communication Services 25.82%
2 Financials 25.42%
3 Healthcare 13.73%
4 Technology 8.11%
5 Consumer Discretionary 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.1M 1.04%
625,520
+12,600
27
$25M 1.04%
131,725
28
$24.5M 1.02%
228,070
-76,550
29
$22.4M 0.93%
192,022
30
$22.3M 0.93%
270,573
+33,840
31
$22.2M 0.92%
3,000,000
+25,000
32
$21.4M 0.89%
124,098
33
$19.7M 0.82%
421,615
-283,500
34
$19.5M 0.81%
333,000
+99,800
35
$19M 0.79%
130,000
-1,000
36
$17.5M 0.73%
114,467
-52,350
37
$15.7M 0.65%
546,734
38
$13.9M 0.58%
814,184
39
$12.5M 0.52%
675,000
-67,917
40
$10.4M 0.43%
2,270,000
41
$9.59M 0.4%
+5,520
42
$9.39M 0.39%
284,429
-77,572
43
$9.22M 0.38%
208,000
44
$7.93M 0.33%
350,000
+85,000
45
$7.8M 0.33%
108,000
46
$7.75M 0.32%
254,000
47
$6.31M 0.26%
195,000
+120,000
48
$6.21M 0.26%
126,980
49
$5.44M 0.23%
245,000
50
$5.22M 0.22%
65,000
-60,000
1
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