WIM
Weitz Investment Management Portfolio holdings
AUM
$1.86B
This Quarter Return
+8.78%
1 Year Return
+15.01%
3 Year Return
+62.15%
5 Year Return
+101.91%
10 Year Return
+202.62%
AUM
$2.26B
AUM Growth
+$2.26B
(-3.5%)
Cap. Flow
-$251M
Cap. Flow
% of AUM
-11.09%
Top 10 Holdings %
Top 10 Hldgs %
43.99%
Holding
68
New
1
Increased
14
Reduced
25
Closed
8
Top Buys
| 1 |
AutoZone
AZO
|
$53.7M |
| 2 |
Aon
AON
|
$13M |
| 3 |
Fidelity National Information Services
FIS
|
$10.1M |
| 4 |
Meta Platforms (Facebook)
META
|
$9.72M |
| 5 |
DNB
Dun & Bradstreet
DNB
|
$7.14M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$194M |
| 2 |
Diageo
DEO
|
$20.8M |
| 3 |
CarMax
KMX
|
$20.6M |
| 4 |
Charles Schwab
SCHW
|
$16.5M |
| 5 |
Labcorp
LH
|
$15.6M |
Sector Composition
| 1 | Financials | 28.14% |
| 2 | Communication Services | 19.57% |
| 3 | Technology | 15.38% |
| 4 | Consumer Discretionary | 9.47% |
| 5 | Materials | 7.89% |
