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
$1.9B
AUM Growth
+$79.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$29.2M
3
+$3.89M
4
ACIW icon
ACI Worldwide
ACIW
+$2.66M
5
KMX icon
CarMax
KMX
+$2.3M

Top Sells

1
+$25.5M
2
+$17.2M
3
+$16.5M
4
ADBE icon
Adobe
ADBE
+$16.4M
5
GWRE icon
Guidewire Software
GWRE
+$10.2M

Sector Composition

1 Financials 22.2%
2 Technology 19.66%
3 Communication Services 18.45%
4 Healthcare 10.87%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.2M 1.54%
+230,000
27
$29M 1.53%
170,101
28
$26.8M 1.41%
446,500
-55,000
29
$26.2M 1.38%
1,406,500
-30,000
30
$26.1M 1.38%
183,300
31
$24.6M 1.3%
49,300
-12,700
32
$23.7M 1.25%
61,100
+10,000
33
$23.4M 1.23%
259,600
34
$21.6M 1.14%
57,500
-200
35
$20.1M 1.06%
48,900
-9,850
36
$19.7M 1.04%
412,250
37
$17.9M 0.94%
30,000
-27,500
38
$16.7M 0.88%
3,635,000
39
$14.5M 0.77%
66,900
40
$13.3M 0.7%
122,100
-93,500
41
$11.8M 0.62%
315,000
-175,000
42
$11.4M 0.6%
372,000
+87,000
43
$11.3M 0.6%
140,000
44
$8.97M 0.47%
1,221,500
45
$8.91M 0.47%
310,000
46
$7.05M 0.37%
510,000
47
$5.71M 0.3%
61,000
48
$4M 0.21%
23,500
49
$3M 0.16%
54,142
50
$2.99M 0.16%
20,500
+3,000
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