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
$2.46B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$25.8M
3
+$24.8M
4
META icon
Meta Platforms (Facebook)
META
+$16.7M
5
VMC icon
Vulcan Materials
VMC
+$13.3M

Top Sells

1
+$44.5M
2
+$27.6M
3
+$19.9M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$19.8M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$16.5M

Sector Composition

1 Financials 28.66%
2 Communication Services 25.74%
3 Healthcare 12.37%
4 Technology 10.41%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.3M 1.15%
115,924
-15,500
27
$28M 1.14%
343,855
28
$27.9M 1.13%
1,443,500
+1,283,500
29
$27.6M 1.13%
171,950
-3,000
30
$24M 0.98%
2,270,000
31
$22.6M 0.92%
774,950
+17,500
32
$20.3M 0.82%
1,800,000
-458,238
33
$20.2M 0.82%
684,100
-558,200
34
$19.6M 0.8%
385,000
-234,700
35
$18.4M 0.75%
130,000
36
$17.7M 0.72%
104,224
-10,000
37
$17.2M 0.7%
98,080
+27,090
38
$16.2M 0.66%
161,920
-70,480
39
$16.1M 0.65%
512,131
-34,603
40
$15.1M 0.61%
325,000
41
$14.9M 0.61%
445,000
-303,500
42
$14.5M 0.59%
130,366
+119,366
43
$12.6M 0.51%
130,935
-139,376
44
$11.4M 0.46%
30,489
45
$10.6M 0.43%
225,000
-75,000
46
$10.6M 0.43%
375,000
47
$10.4M 0.42%
32,000
48
$10.2M 0.42%
284,429
49
$10.2M 0.42%
58,668
50
$9.9M 0.4%
385,000
-143,926
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