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
$2.42B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$23M
3
+$20.2M
4
KMX icon
CarMax
KMX
+$17.6M
5
RWT
Redwood Trust
RWT
+$10.3M

Top Sells

1
+$51.2M
2
+$37.5M
3
+$23.8M
4
MHK icon
Mohawk Industries
MHK
+$15.9M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$14M

Sector Composition

1 Financials 27.04%
2 Communication Services 22.39%
3 Technology 15.53%
4 Healthcare 8.54%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.88M 0.33%
145,000
-10,000
52
$7.23M 0.3%
220,000
-105,000
53
$6.62M 0.27%
+78,500
54
$6.4M 0.26%
230,000
+30,000
55
$5.35M 0.22%
125,000
56
$3.57M 0.15%
87,750
57
$3.42M 0.14%
40,000
58
$2.92M 0.12%
105,000
-140,000
59
$2.64M 0.11%
80,946
60
$2.43M 0.1%
7,000
-2,000
61
$2.4M 0.1%
140,000
62
$2.35M 0.1%
91,778
-58,222
63
$2.06M 0.09%
17,500
+2,500
64
$1.5M 0.06%
30,000
65
$1.17M 0.05%
8,068
66
$677K 0.03%
16,555
67
$373K 0.02%
4,692
68
$307K 0.01%
11,000
-20,000
69
$299K 0.01%
1,898
70
$199K 0.01%
2,371
71
$51K ﹤0.01%
180
72
$27K ﹤0.01%
560
73
– –
-20,000
74
– –
-58
75
– –
-136,075
1 2
3
4