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
$1.94B
AUM Growth
-$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$12M
3
+$10M
4
SIRI icon
SiriusXM
SIRI
+$4.64M
5
EFX icon
Equifax
EFX
+$3.19M

Top Sells

1
+$20.8M
2
+$18.2M
3
+$17.7M
4
VRSN icon
VeriSign
VRSN
+$12M
5
FIS icon
Fidelity National Information Services
FIS
+$11.3M

Sector Composition

1 Financials 24.33%
2 Communication Services 17.3%
3 Technology 15.76%
4 Industrials 14.44%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.4M 1.57%
298,699
27
$30.3M 1.56%
162,900
28
$30M 1.54%
141,000
29
$27.5M 1.42%
381,250
+334,050
30
$26.9M 1.39%
2,107,291
-217,209
31
$23.5M 1.21%
47,140
-7,085
32
$22M 1.14%
272,500
-140,000
33
$21M 1.08%
40,675
34
$19.3M 1%
45,850
+4,900
35
$18.5M 0.95%
356,600
36
$17.8M 0.92%
40,000
37
$16.8M 0.87%
458,300
+200
38
$16.3M 0.84%
31,425
-35,075
39
$11.7M 0.6%
515,000
40
$10.4M 0.54%
792,933
-553,567
41
$10.4M 0.54%
140,000
42
$3.6M 0.19%
28,300
43
$3.57M 0.18%
95,000
44
$3.06M 0.16%
40,800
45
$2.89M 0.15%
6,900
46
$2.55M 0.13%
11,300
47
– –
-96,700
48
– –
-259,600
49
– –
-63,150
1
2