WIM

Weitz Investment Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 6.75%
This Quarter Est. Return
1 Year Est. Return
+6.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.39B
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.65M
3
+$3.44M
4
V icon
Visa
V
+$2.67M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$2.25M

Top Sells

1
+$7.94M
2
+$5.28M
3
+$4.25M
4
CHTR icon
Charter Communications
CHTR
+$3.61M
5
DHR icon
Danaher
DHR
+$3.04M

Sector Composition

1 Financials 29.26%
2 Communication Services 21.32%
3 Technology 14.21%
4 Consumer Discretionary 9.21%
5 Healthcare 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.4M 1.31%
98,000
27
$31.3M 1.31%
560,000
28
$30.9M 1.29%
1,836,000
+260,000
29
$29.7M 1.25%
413,000
30
$29.1M 1.22%
68,500
31
$27.2M 1.14%
61,000
32
$26.2M 1.1%
160,000
33
$25.9M 1.08%
153,750
34
$25.6M 1.07%
630,000
35
$24.6M 1.03%
84,000
36
$24.1M 1.01%
70,450
37
$23.2M 0.97%
1,768,620
38
$21.5M 0.9%
180,800
39
$21.4M 0.9%
733,500
40
$20.8M 0.87%
175,500
41
$19.8M 0.83%
571,620
42
$19.1M 0.8%
99,050
43
$17.2M 0.72%
40,800
+3,000
44
$14.4M 0.6%
69,700
45
$11.2M 0.47%
22,000
46
$9.09M 0.38%
295,700
47
$6.55M 0.27%
130,000
48
$4.93M 0.21%
17,500
49
$4.4M 0.18%
50,000
50
$2.9M 0.12%
15,000
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