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
$2.32B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$8.64M
3 +$4M
4
LH icon
Labcorp
LH
+$3.71M
5
CMP icon
Compass Minerals
CMP
+$2.53M

Sector Composition

1 Communication Services 26.47%
2 Financials 24.08%
3 Healthcare 14.4%
4 Consumer Discretionary 8.77%
5 Technology 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.53M 0.15%
125,000
52
$3.29M 0.14%
146,917
-20,083
53
$3.28M 0.14%
188,000
54
$2.71M 0.12%
80,946
55
$1.88M 0.08%
17,000
56
$1.72M 0.07%
25,000
-22,645
57
$1.64M 0.07%
94,000
58
$1.4M 0.06%
135,000
-24,953
59
$1.12M 0.05%
8,975
+1,168
60
$1.02M 0.04%
7,000
-162,228
61
$801K 0.03%
19,382
+184
62
$741K 0.03%
31,000
63
$415K 0.02%
14,881
-149,609
64
$370K 0.02%
4,640
+19
65
$268K 0.01%
1,983
66
$197K 0.01%
2,328
+15
67
$177K 0.01%
3,800
68
$103K ﹤0.01%
1,430
-3,543
69
$96K ﹤0.01%
395
70
$40K ﹤0.01%
430
71
$20K ﹤0.01%
560
-8,640
72
$14K ﹤0.01%
128
73
-2,083
74
-19,307
75
-131,000