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
$2.35B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$9.05M
3
+$8.52M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$5.17M
5
MKL icon
Markel Group
MKL
+$3.82M

Top Sells

1
+$19.8M
2
+$10.6M
3
+$10M
4
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$7.29M
5
TMO icon
Thermo Fisher Scientific
TMO
+$6.29M

Sector Composition

1 Financials 33.93%
2 Communication Services 17.35%
3 Technology 15.4%
4 Materials 7.23%
5 Healthcare 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.89M 0.17%
17,500
52
$3.31M 0.14%
5,000
53
$2.61M 0.11%
105,000
54
$2.34M 0.1%
11,000
55
$2.08M 0.09%
+1,750
56
$1.77M 0.08%
25,000
-4,875
57
$1.57M 0.07%
8,068
58
$782K 0.03%
16,555
59
$389K 0.02%
4,692
60
$349K 0.01%
1,648
61
$274K 0.01%
11,000
62
$220K 0.01%
2,371
63
$74K ﹤0.01%
560
64
$13K ﹤0.01%
185
+90
65
– –
-89,000
1 2
3