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
$2.13B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$9.93M
3
+$6.95M
4
SCHW icon
Charles Schwab
SCHW
+$5.98M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$5.79M

Top Sells

1
+$30.9M
2
+$23.4M
3
+$21.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17M
5
RWT
Redwood Trust
RWT
+$11.2M

Sector Composition

1 Financials 34.36%
2 Communication Services 16.88%
3 Technology 16%
4 Healthcare 8%
5 Materials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.47M 0.16%
240,000
-60,000
52
$3.31M 0.16%
50,000
53
$3.12M 0.15%
5,000
54
$2.21M 0.1%
105,000
55
$1.91M 0.09%
29,875
56
$1.81M 0.08%
11,000
57
$1.37M 0.06%
8,068
58
$677K 0.03%
16,555
59
$390K 0.02%
4,692
60
$308K 0.01%
1,648
61
$230K 0.01%
11,000
62
$222K 0.01%
2,371
63
$65K ﹤0.01%
560
64
$5K ﹤0.01%
95
65
– –
-145,000
1 2
3