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
$2.13B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$9.93M
3
+$6.95M
4
SCHW icon
Charles Schwab
SCHW
+$5.98M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$5.79M

Top Sells

1
+$30.9M
2
+$23.4M
3
+$21.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17M
5
RWT
Redwood Trust
RWT
+$11.2M

Sector Composition

1 Financials 34.36%
2 Communication Services 16.88%
3 Technology 16%
4 Healthcare 8%
5 Materials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.2M 1.41%
120,000
-20,000
27
$28.5M 1.33%
1,751,783
28
$27.5M 1.29%
595,000
-10,000
29
$25.2M 1.18%
262,000
30
$24.8M 1.16%
104,000
-6,000
31
$24.7M 1.16%
68,500
32
$23.3M 1.09%
103,000
33
$21.8M 1.02%
833,585
34
$21.8M 1.02%
158,000
+19,000
35
$21.7M 1.02%
208,300
-17,500
36
$19M 0.89%
133,750
-45,000
37
$18.2M 0.85%
1,049,000
38
$17M 0.8%
612,000
39
$16.6M 0.78%
70,450
40
$16.3M 0.76%
733,500
41
$15.6M 0.73%
175,500
42
$15M 0.7%
1,846,395
+301,185
43
$13.9M 0.65%
571,620
+68,050
44
$13.7M 0.64%
38,200
+15,540
45
$13.4M 0.63%
1,776,050
-1,484,800
46
$12.7M 0.6%
69,700
47
$9.93M 0.47%
+91,050
48
$7.29M 0.34%
89,000
49
$6.76M 0.32%
190,000
-10,000
50
$3.68M 0.17%
17,500
1
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3