WIM

Weitz Investment Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 6.75%
This Quarter Est. Return
1 Year Est. Return
+6.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$25.4M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$3.7M
5
VMC icon
Vulcan Materials
VMC
+$2.74M

Top Sells

1
+$14.1M
2
+$13.3M
3
+$12.1M
4
KMX icon
CarMax
KMX
+$11.9M
5
CCRD
CoreCard
CCRD
+$11.3M

Sector Composition

1 Financials 29.91%
2 Communication Services 20.59%
3 Technology 16.17%
4 Consumer Discretionary 9%
5 Healthcare 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.44M 0.33%
230,000
52
$8.21M 0.32%
250,000
53
$4.9M 0.19%
87,750
54
$4.62M 0.18%
+160,000
55
$3.1M 0.12%
105,000
56
$2.91M 0.11%
6,000
57
$2.76M 0.11%
17,500
58
$2.3M 0.09%
51,714
59
$1.32M 0.05%
8,068
60
$1.2M 0.05%
28,723
61
$729K 0.03%
16,555
62
$378K 0.01%
4,692
63
$326K 0.01%
11,000
64
$294K 0.01%
1,648
65
$207K 0.01%
2,371
66
$41K ﹤0.01%
560
67
– –
-57,500
68
– –
-211,200
69
– –
-180
70
– –
-97,795
1 2
3