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
$2.35B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$9.05M
3
+$8.52M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$5.17M
5
MKL icon
Markel Group
MKL
+$3.82M

Top Sells

1
+$19.8M
2
+$10.6M
3
+$10M
4
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$7.29M
5
TMO icon
Thermo Fisher Scientific
TMO
+$6.29M

Sector Composition

1 Financials 33.93%
2 Communication Services 17.35%
3 Technology 15.4%
4 Materials 7.23%
5 Healthcare 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.2M 1.33%
595,000
27
$30.1M 1.28%
750,000
-140,000
28
$28M 1.19%
220,000
-42,000
29
$27.7M 1.18%
721,600
-111,985
30
$26.9M 1.15%
103,000
31
$26.7M 1.14%
120,000
32
$26.1M 1.11%
99,000
-5,000
33
$24.2M 1.03%
188,300
-20,000
34
$23M 0.98%
144,600
-13,400
35
$22.5M 0.96%
68,500
36
$22.4M 0.96%
637,000
+25,000
37
$21.1M 0.9%
133,750
38
$20.9M 0.89%
733,500
39
$20.5M 0.88%
175,500
40
$20.5M 0.87%
1,846,395
41
$20M 0.85%
70,450
42
$18.9M 0.81%
1,049,000
43
$18.1M 0.77%
571,620
44
$17.6M 0.75%
32,000
-6,200
45
$14.6M 0.62%
99,050
+8,000
46
$13.9M 0.59%
69,700
47
$6.83M 0.29%
150,000
-40,000
48
$5M 0.21%
568,850
-1,207,200
49
$4.86M 0.21%
50,000
50
$4.72M 0.2%
200,000
-40,000
1
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