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
$2.66B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$12.2M
3
+$11M
4
RWT
Redwood Trust
RWT
+$10.8M
5
WKC icon
World Kinect Corp
WKC
+$9.7M

Top Sells

1
+$35.1M
2
+$14.7M
3
+$10.8M
4
SD
SANDRIDGE ENERGY, INC.
SD
+$7.14M
5
MOS icon
The Mosaic Company
MOS
+$6.73M

Sector Composition

1 Financials 15.5%
2 Communication Services 15.3%
3 Technology 14.63%
4 Healthcare 13.44%
5 Consumer Discretionary 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.52M 0.17%
150,000
-100,000
52
$4.33M 0.16%
37,750
53
$3.43M 0.13%
2,270,000
54
$1.29M 0.05%
+13,000
55
$732K 0.03%
20,000
56
$712K 0.03%
22,960
-7,490
57
$381K 0.01%
22,400
58
$309K 0.01%
15,000
59
$299K 0.01%
9,000
60
– –
-1,500,000
61
– –
-125,000
1 2
3