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
$1.98B
AUM Growth
+$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$13.9M
3
+$12M
4
AON icon
Aon
AON
+$4.56M
5
FIS icon
Fidelity National Information Services
FIS
+$4.45M

Top Sells

1
+$35.8M
2
+$19.5M
3
+$15.7M
4
META icon
Meta Platforms (Facebook)
META
+$12.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.5M

Sector Composition

1 Financials 21.37%
2 Technology 19.78%
3 Communication Services 17.91%
4 Healthcare 10.92%
5 Industrials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.7M 1.55%
64,425
-19,075
27
$29.6M 1.5%
170,101
28
$29.3M 1.48%
68,875
-2,500
29
$28.2M 1.42%
183,300
30
$27M 1.36%
3,635,000
31
$25M 1.26%
40,675
-8,625
32
$24.8M 1.25%
1,406,500
33
$23.3M 1.18%
259,600
34
$22M 1.11%
412,250
35
$18.4M 0.93%
43,800
-13,700
36
$16.3M 0.82%
66,900
37
$15.1M 0.76%
30,000
38
$14.3M 0.72%
122,100
39
$13.9M 0.7%
+73,300
40
$13.8M 0.7%
315,000
41
$12.4M 0.62%
372,000
42
$9.21M 0.46%
310,000
43
$8M 0.4%
140,000
44
$6.45M 0.33%
61,000
45
$5.69M 0.29%
515,000
+5,000
46
$4.21M 0.21%
28,300
+7,800
47
$4.11M 0.21%
20,500
-3,000
48
$3.51M 0.18%
40,800
49
$3.28M 0.17%
77,500
50
$3.2M 0.16%
6,900
-42,000
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