WIM

Weitz Investment Management Portfolio holdings

AUM $1.69B
1-Year Est. Return 8.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$165M
2
+$133M
3
+$131M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$121M
5
RWT
Redwood Trust
RWT
+$112M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16%
2 Technology 15.84%
3 Communication Services 15.2%
4 Healthcare 12.98%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.71M 0.19%
+150,000
52
$4.68M 0.19%
+60,000
53
$4.08M 0.17%
+37,750
54
$2.85M 0.12%
+2,270,000
55
$743K 0.03%
+30,450
56
$723K 0.03%
+20,000
57
$325K 0.01%
+21,000
58
$317K 0.01%
+22,400
59
$315K 0.01%
+15,000
60
$276K 0.01%
+9,000
1 2
3