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
$2.49B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$18.8M
3
+$15M
4
META icon
Meta Platforms (Facebook)
META
+$6.73M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$4.26M

Top Sells

1
+$43.3M
2
+$22.5M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$10.8M
5
SCHW icon
Charles Schwab
SCHW
+$6.98M

Sector Composition

1 Financials 27.75%
2 Communication Services 20.65%
3 Technology 14.81%
4 Consumer Discretionary 9.41%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.7M 1.35%
562,000
-100,000
27
$32.6M 1.31%
66,284
+5,284
28
$32.5M 1.3%
68,799
+299
29
$31.6M 1.27%
362,142
-358
30
$30.5M 1.22%
120,000
31
$29.2M 1.17%
84,386
+386
32
$29.2M 1.17%
66,182
-4,268
33
$28.3M 1.14%
562,843
+2,843
34
$27.9M 1.12%
+2,010,000
35
$26.3M 1.06%
163,750
+10,000
36
$24.3M 0.97%
733,500
37
$23.9M 0.96%
615,000
-15,000
38
$22.6M 0.9%
175,500
39
$21.4M 0.86%
571,620
40
$20.5M 0.82%
180,800
41
$20.5M 0.82%
99,050
42
$20.2M 0.81%
1,768,620
43
$17.6M 0.71%
42,800
+2,000
44
$16.6M 0.67%
70,444
+744
45
$14.6M 0.58%
92,065
-67,935
46
$11.6M 0.47%
335,700
+40,000
47
$8.36M 0.34%
22,000
48
$8.04M 0.32%
130,000
49
$6.06M 0.24%
18,021
+521
50
$4.76M 0.19%
50,000
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