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
$2.26B
AUM Growth
-$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$20.9M
3
+$20.1M
4
KMX icon
CarMax
KMX
+$14M
5
AMZN icon
Amazon
AMZN
+$6.52M

Top Sells

1
+$43M
2
+$30.3M
3
+$24.8M
4
AZO icon
AutoZone
AZO
+$18.1M
5
JPM icon
JPMorgan Chase
JPM
+$10.3M

Sector Composition

1 Financials 27.07%
2 Communication Services 20.61%
3 Technology 16.41%
4 Consumer Discretionary 8.68%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.5M 1.35%
74,300
+5,501
27
$30.1M 1.34%
89,400
+1,168
28
$29.8M 1.32%
360,500
-1,642
29
$27M 1.19%
84,386
30
$25.9M 1.15%
67,250
+1,068
31
$25.5M 1.13%
120,000
32
$25.2M 1.12%
537,843
-25,000
33
$24.3M 1.08%
2,010,000
34
$24.2M 1.07%
418,000
+5,000
35
$22.3M 0.99%
175,500
36
$21.5M 0.95%
163,750
37
$19.7M 0.87%
433,700
-128,300
38
$19.2M 0.85%
571,620
39
$18M 0.8%
733,500
40
$17.6M 0.78%
186,300
+5,500
41
$17M 0.75%
1,768,620
42
$16.7M 0.74%
610,000
-5,000
43
$16.1M 0.71%
99,050
44
$14.6M 0.65%
42,800
45
$13.8M 0.61%
71,900
+1,456
46
$10.6M 0.47%
335,700
47
$6.55M 0.29%
130,000
48
$6.34M 0.28%
81,000
+31,000
49
$5.62M 0.25%
18,221
+200
50
$3.62M 0.16%
15,200
-6,800
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