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
$2.35B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$15.2M
3
+$13.7M
4
TUP
Tupperware Brands Corporation
TUP
+$11.7M
5
PRSP
Perspecta Inc. Common Stock
PRSP
+$10.9M

Top Sells

1
+$27.7M
2
+$23.8M
3
+$21.8M
4
XOXO
Xo Group Inc
XOXO
+$21.4M
5
RWT
Redwood Trust
RWT
+$17.2M

Sector Composition

1 Financials 27.72%
2 Communication Services 25.52%
3 Healthcare 13.63%
4 Technology 9.08%
5 Consumer Discretionary 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.34M 0.27%
245,000
52
$6.21M 0.26%
70,000
-2,000
53
$4.86M 0.21%
+188,145
54
$4.34M 0.18%
58,400
+13,400
55
$3.52M 0.15%
150,000
56
$3.43M 0.15%
160,000
+100,000
57
$3.1M 0.13%
125,000
58
$2.74M 0.12%
80,946
59
$2.69M 0.11%
+58,500
60
$1.71M 0.07%
17,000
61
$1.48M 0.06%
+15,000
62
$1.45M 0.06%
6,500
63
$1.42M 0.06%
11,000
64
$1.3M 0.06%
12,500
65
$1.23M 0.05%
+30,000
66
$1.13M 0.05%
8,068
67
$797K 0.03%
31,000
68
$710K 0.03%
16,555
69
$367K 0.02%
4,692
70
$288K 0.01%
1,898
71
$286K 0.01%
5,808
-2,937
72
$192K 0.01%
2,371
73
$142K 0.01%
2,520
-680
74
$132K 0.01%
4,137
-670,863
75
$49K ﹤0.01%
180
1 2
3
4