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
$1.91B
AUM Growth
-$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$22M
3
+$9.87M
4
AMZN icon
Amazon
AMZN
+$7.43M
5
KMX icon
CarMax
KMX
+$5.93M

Top Sells

1
+$49.4M
2
+$13.4M
3
+$7.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.83M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$3.24M

Sector Composition

1 Financials 25.11%
2 Communication Services 19.79%
3 Technology 19.17%
4 Healthcare 8.85%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26.1M 1.36%
1,736,000
-100,000
27
$25.2M 1.32%
360,500
28
$24.8M 1.3%
89,400
29
$22.8M 1.19%
79,386
-5,000
30
$22.8M 1.19%
2,100,000
+90,000
31
$22.7M 1.19%
200,000
+36,250
32
$22M 1.15%
+60,000
33
$21.3M 1.11%
433,700
34
$20.7M 1.08%
69,050
+1,800
35
$20.6M 1.08%
125,000
+5,000
36
$20.2M 1.06%
514,600
-23,243
37
$19.3M 1.01%
183,500
+8,000
38
$16.2M 0.85%
733,500
39
$15.9M 0.83%
598,840
+27,220
40
$14.9M 0.78%
610,000
41
$14.3M 0.75%
56,000
+13,200
42
$14.3M 0.75%
99,050
43
$13.8M 0.72%
1,768,620
44
$13.7M 0.72%
193,300
+7,000
45
$13.3M 0.69%
73,100
+1,200
46
$8.69M 0.45%
335,700
47
$5.8M 0.3%
81,000
48
$5.47M 0.29%
130,000
49
$5.26M 0.28%
20,500
+2,279
50
$2.25M 0.12%
20,000
+3,400
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