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
$2.37B
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$28M
3
+$25.1M
4
TUP
Tupperware Brands Corporation
TUP
+$22.5M
5
AXTA icon
Axalta
AXTA
+$17M

Top Sells

1
+$44M
2
+$42.6M
3
+$24.7M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$23.1M
5
QVCGA
QVC Group Inc Series A
QVCGA
+$20.6M

Sector Composition

1 Financials 27.84%
2 Communication Services 23.88%
3 Healthcare 14.23%
4 Technology 8.13%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.3M 1.07%
175,140
-27,452
27
$25.1M 1.06%
+404,735
28
$24.2M 1.02%
1,241,300
29
$23.5M 0.99%
270,450
-123
30
$22.9M 0.97%
757,450
+562,450
31
$22.5M 0.95%
+465,300
32
$21.8M 0.92%
186,850
-5,172
33
$21.3M 0.9%
624,659
-861
34
$17.6M 0.74%
130,000
35
$17.6M 0.74%
114,346
-121
36
$16.8M 0.71%
232,660
-100,340
37
$16.5M 0.7%
450,000
-1,200,500
38
$16.2M 0.69%
546,734
39
$16.2M 0.68%
+101,228
40
$14M 0.59%
675,000
41
$14M 0.59%
81,294
-42,804
42
$11.8M 0.5%
300,000
+92,000
43
$11.6M 0.49%
2,270,000
44
$9.91M 0.42%
4,764
-756
45
$9.37M 0.4%
+30,540
46
$8.89M 0.38%
375,000
+25,000
47
$8.62M 0.36%
143,000
+35,000
48
$8.48M 0.36%
284,429
49
$8.06M 0.34%
161,100
-260,515
50
$7.79M 0.33%
254,000
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