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
$2.42B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$23M
3
+$20.2M
4
KMX icon
CarMax
KMX
+$17.6M
5
RWT
Redwood Trust
RWT
+$10.3M

Top Sells

1
+$51.2M
2
+$37.5M
3
+$23.8M
4
MHK icon
Mohawk Industries
MHK
+$15.9M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$14M

Sector Composition

1 Financials 27.04%
2 Communication Services 22.39%
3 Technology 15.53%
4 Healthcare 8.54%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.3M 1.38%
1,675,300
+31,300
27
$30.3M 1.25%
1,653,959
-425
28
$29.9M 1.24%
170,000
-1,376
29
$28.9M 1.2%
275,000
-67,700
30
$28.7M 1.19%
105,000
-873
31
$27.6M 1.14%
310,000
+33,660
32
$26.8M 1.11%
255,000
+13,175
33
$26.4M 1.09%
34,082
-31
34
$26.4M 1.09%
225,600
+32,486
35
$24.5M 1.01%
242,000
+227,000
36
$21.3M 0.88%
130,000
37
$21.2M 0.88%
840,575
+23,900
38
$20.2M 0.84%
+1,046,400
39
$20.1M 0.83%
362,000
-23,000
40
$18.1M 0.75%
103,000
-864
41
$18M 0.74%
185,150
+75,150
42
$17.9M 0.74%
195,000
-110,000
43
$16.1M 0.67%
118,295
-300
44
$15.1M 0.62%
546,734
45
$13.3M 0.55%
66,030
-1,100
46
$13.2M 0.55%
1,500,000
-200,000
47
$13M 0.54%
13,000
+3,000
48
$10.7M 0.44%
530,000
+50,000
49
$9.64M 0.4%
284,429
50
$8.17M 0.34%
250,000
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