WIM
Weitz Investment Management Portfolio holdings
AUM
$1.86B
1-Year Return
15.01%
This Quarter Return
+7.04%
1 Year Return
+15.01%
3 Year Return
+62.15%
5 Year Return
+101.91%
10 Year Return
+202.62%
AUM
$2.55B
AUM Growth
+$88.2M
(+3.6%)
Cap. Flow
-$94M
Cap. Flow
% of AUM
-3.69%
Top 10 Holdings %
Top 10 Hldgs %
44.82%
Holding
73
New
1
Increased
11
Reduced
22
Closed
4
Top Buys
| 1 |
Markel Group
MKL
|
$32.3M |
| 2 |
Expedia Group
EXPE
|
$25.4M |
| 3 |
First Hawaiian
FHB
|
$4.62M |
| 4 |
Amazon
AMZN
|
$3.7M |
| 5 |
Vulcan Materials
VMC
|
$2.74M |
Top Sells
| 1 |
Stanley Black & Decker
SWK
|
$14.1M |
| 2 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$13.3M |
| 3 |
Mastercard
MA
|
$12.1M |
| 4 |
CarMax
KMX
|
$11.9M |
| 5 |
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% |
