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
$2.46B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$41.2M
2 +$25.8M
3 +$24.8M
4
META icon
Meta Platforms (Facebook)
META
+$16.7M
5
VMC icon
Vulcan Materials
VMC
+$13.3M

Sector Composition

1 Financials 28.66%
2 Communication Services 25.74%
3 Healthcare 12.37%
4 Technology 10.41%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$9.61M 0.39%
143,000
52
$9.44M 0.38%
4,757
53
$8.02M 0.33%
250,000
-4,000
54
$7.13M 0.29%
6,000
55
$7.07M 0.29%
70,000
56
$6.68M 0.27%
245,000
57
$3.5M 0.14%
150,000
58
$3.05M 0.12%
125,000
59
$2.76M 0.11%
80,946
60
$2.62M 0.11%
58,500
61
$2.56M 0.1%
30,000
-28,400
62
$1.72M 0.07%
15,000
63
$1.49M 0.06%
17,000
64
$1.41M 0.06%
12,500
65
$1.36M 0.06%
7,500
+1,000
66
$1.29M 0.05%
30,000
67
$1.21M 0.05%
8,068
68
$846K 0.03%
31,000
69
$716K 0.03%
16,555
70
$366K 0.01%
4,692
71
$307K 0.01%
1,898
72
$266K 0.01%
5,808
73
$191K 0.01%
2,371
74
$177K 0.01%
2,940
+420
75
$52K ﹤0.01%
180