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
$2.55B
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$25.4M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$3.7M
5
VMC icon
Vulcan Materials
VMC
+$2.74M

Top Sells

1
+$14.1M
2
+$13.3M
3
+$12.1M
4
KMX icon
CarMax
KMX
+$11.9M
5
CCRD icon
CoreCard
CCRD
+$11.3M

Sector Composition

1 Financials 29.91%
2 Communication Services 20.59%
3 Technology 16.17%
4 Consumer Discretionary 9%
5 Healthcare 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34.7M 1.36%
163,000
27
$33.9M 1.33%
243,500
28
$31.9M 1.25%
1,739,196
+147,895
29
$31.8M 1.25%
267,500
+12,500
30
$31.3M 1.23%
289,130
+235,130
31
$30.7M 1.2%
225,600
32
$27.2M 1.07%
605,000
33
$27.1M 1.06%
714,125
+10,000
34
$26.7M 1.05%
1,593,100
-50,000
35
$25.3M 0.99%
61,942
+1,299
36
$24.7M 0.97%
813,575
37
$24.6M 0.97%
689,900
-61,000
38
$24M 0.94%
192,500
39
$23.8M 0.93%
216,375
-22,500
40
$22.8M 0.89%
140,000
41
$21.7M 0.85%
103,000
+1,000
42
$21.5M 0.84%
127,500
43
$19.1M 0.75%
546,734
44
$19M 0.75%
716,600
45
$18.8M 0.74%
200,000
-50,000
46
$17.8M 0.7%
63,530
47
$16.9M 0.66%
450,000
-150,000
48
$15.9M 0.62%
28,355
49
$14.5M 0.57%
550,000
+20,000
50
$12M 0.47%
170,000
-187,500
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