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
-$75.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$34.3M
3
+$30.1M
4
GPN icon
Global Payments
GPN
+$20.3M
5
KMX icon
CarMax
KMX
+$8.49M

Top Sells

1
+$25.5M
2
+$20.1M
3
+$16.9M
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$14.6M
5
VMC icon
Vulcan Materials
VMC
+$12.4M

Sector Composition

1 Financials 22.19%
2 Technology 19.46%
3 Communication Services 16.77%
4 Industrials 12.52%
5 Healthcare 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.1M 1.53%
530,500
-80,000
27
$28.9M 1.52%
64,425
28
$28.9M 1.52%
162,900
-20,400
29
$28.5M 1.5%
298,699
-60,000
30
$28.1M 1.47%
3,585,000
-50,000
31
$24.7M 1.3%
1,386,500
-20,000
32
$24.4M 1.28%
95,000
-15,000
33
$24.1M 1.27%
1,088,000
-660,000
34
$23.8M 1.25%
259,600
35
$22.2M 1.17%
40,000
+10,000
36
$22M 1.16%
40,675
37
$19.1M 1%
458,100
+45,850
38
$18.3M 0.96%
40,950
-2,850
39
$15.4M 0.81%
86,500
+13,200
40
$14.7M 0.77%
372,000
41
$14M 0.74%
101,800
-20,300
42
$7.64M 0.4%
140,000
43
$7.51M 0.39%
515,000
44
$6.87M 0.36%
310,000
45
$3.72M 0.2%
95,000
+28,500
46
$3.57M 0.19%
28,300
47
$3.16M 0.17%
+44,100
48
$3.03M 0.16%
6,900
49
$3.02M 0.16%
40,800
50
$2.87M 0.15%
75,000
-240,000
1
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