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
$3.13B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$76M
2
+$67.4M
3
+$20M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$19.3M
5
BRO icon
Brown & Brown
BRO
+$15.8M

Top Sells

1
+$37.6M
2
+$35M
3
+$33.2M
4
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$20.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.9M

Sector Composition

1 Technology 16.09%
2 Communication Services 15.96%
3 Healthcare 13.97%
4 Financials 12.68%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.52M 0.18%
47,188
+9,438
52
$5.29M 0.17%
70,000
+10,000
53
$5.04M 0.16%
+229,200
54
$3.81M 0.12%
2,270,000
55
$3.41M 0.11%
125,000
-25,000
56
$1.37M 0.04%
13,000
57
$688K 0.02%
24,000
+6,640
58
$643K 0.02%
15,000
59
$453K 0.01%
6,253
-15,551
60
$449K 0.01%
+15,000
61
$429K 0.01%
22,400
62
$421K 0.01%
28,626
-2,382,630
63
– –
-85,000
64
– –
-10,000
65
– –
-955,440
1 2
3