WIM
Weitz Investment Management Portfolio holdings
AUM
$1.86B
This Quarter Return
+6.89%
1 Year Return
+15.01%
3 Year Return
+62.15%
5 Year Return
+101.91%
10 Year Return
+202.62%
AUM
$2.52B
AUM Growth
+$2.52B
(+4.3%)
Cap. Flow
-$53.3M
Cap. Flow
% of AUM
-2.12%
Top 10 Holdings %
Top 10 Hldgs %
46.06%
Holding
75
New
–
Increased
15
Reduced
27
Closed
3
Top Buys
| 1 |
Booking.com
BKNG
|
$16.1M |
| 2 |
Box
BOX
|
$10.1M |
| 3 |
DXC Technology
DXC
|
$8.27M |
| 4 |
Markel Group
MKL
|
$7.63M |
| 5 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$6.19M |
Top Sells
| 1 |
Liberty Broadband Class C
LBRDK
|
$21.9M |
| 2 |
CarMax
KMX
|
$17.7M |
| 3 |
Marvell Technology
MRVL
|
$15.3M |
| 4 |
Labcorp
LH
|
$10.7M |
| 5 |
Liberty Media Series C
FWONK
|
$7.48M |
Sector Composition
| 1 | Financials | 27.8% |
| 2 | Communication Services | 21.34% |
| 3 | Technology | 15.3% |
| 4 | Healthcare | 8.34% |
| 5 | Consumer Discretionary | 8.02% |
