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
$1.7B
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$1.8M
3
+$1.38M
4
FIS icon
Fidelity National Information Services
FIS
+$756K
5
KMX icon
CarMax
KMX
+$660K

Top Sells

1
+$15M
2
+$13.2M
3
+$12.7M
4
BKI
Black Knight, Inc. Common Stock
BKI
+$3.88M
5
V icon
Visa
V
+$3.55M

Sector Composition

1 Financials 25.36%
2 Technology 19.82%
3 Communication Services 16.57%
4 Healthcare 9.15%
5 Materials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.6M 1.33%
73,875
-5,000
27
$22.2M 1.31%
69,050
28
$22M 1.3%
360,500
29
$21M 1.24%
183,500
30
$20.4M 1.2%
433,700
31
$20.1M 1.18%
74,386
-5,000
32
$18M 1.06%
125,000
33
$17.9M 1.05%
65,000
+5,000
34
$16.4M 0.97%
2,050,000
-50,000
35
$15.4M 0.91%
733,500
36
$14.4M 0.85%
72,100
-1,000
37
$14.3M 0.84%
510,375
-88,465
38
$14.2M 0.83%
190,000
-10,000
39
$13.7M 0.81%
630,000
+20,000
40
$12.9M 0.76%
99,050
41
$12.5M 0.73%
56,000
42
$11.9M 0.7%
193,300
43
$10M 0.59%
1,631,300
-137,320
44
$8.84M 0.52%
713,383
-1,022,617
45
$7.02M 0.41%
335,700
46
$5.18M 0.3%
79,500
-1,500
47
$4.77M 0.28%
20,500
48
$3.46M 0.2%
80,000
-50,000
49
$2.38M 0.14%
40,800
50
$2.09M 0.12%
20,000
1
2
3