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
$1.43B
AUM Growth
-$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$9.82M
3 +$8.29M
4
ASML icon
ASML
ASML
+$7.54M
5
TSM icon
TSMC
TSM
+$6.88M

Top Sells

1 +$25.1M
2 +$16.3M
3 +$14.3M
4
GPN icon
Global Payments
GPN
+$12.5M
5
CSGP icon
CoStar Group
CSGP
+$10.6M

Sector Composition

1 Financials 25.08%
2 Technology 16.57%
3 Healthcare 16.3%
4 Communication Services 15.43%
5 Industrials 13.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IT icon
51
Gartner
IT
$11.4B
-24,425
ROP icon
52
Roper Technologies
ROP
$34B
-36,550