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WIM

Weitz Investment Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 0.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.84B
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.36M
3
+$8.88M
4
CDW icon
CDW
CDW
+$6.06M
5
IT icon
Gartner
IT
+$5.67M

Top Sells

1
+$25.5M
2
+$23M
3
+$9.52M
4
MA icon
Mastercard
MA
+$5.27M
5
META icon
Meta Platforms (Facebook)
META
+$5.21M

Sector Composition

1 Financials 21.97%
2 Technology 16.78%
3 Communication Services 16.67%
4 Healthcare 16.2%
5 Industrials 13.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.1M 1.58%
649,400
27
$28.2M 1.53%
102,605
+8,155
28
$28.2M 1.53%
107,375
+19,450
29
$26M 1.41%
41,275
30
$20.7M 1.13%
87,500
31
$19.7M 1.07%
70,000
-100,075
32
$19.4M 1.05%
366,800
+60,800
33
$16.7M 0.91%
744,972
-1,215,928
34
$16.3M 0.89%
534,000
+75,700
35
$15.7M 0.85%
31,425
36
$14.2M 0.77%
451,500
37
$13.9M 0.75%
515,000
38
$8.87M 0.48%
140,000
39
$8.65M 0.47%
+3,700
40
$5.68M 0.31%
+35,650
41
$4M 0.22%
37,500
42
$3.73M 0.2%
+100,100
43
$3.48M 0.19%
7,140
44
$3.28M 0.18%
6,900
45
$2.7M 0.15%
28,300
46
$2.27M 0.12%
46,400
+950
47
$1.05M 0.06%
+28,000
48
– –
-15,150
1
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