WIM

Weitz Investment Management Portfolio holdings

AUM $1.69B
1-Year Est. Return 8.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$12.4M
3
+$9.83M
4
META icon
Meta Platforms (Facebook)
META
+$8.89M
5
DNB
Dun & Bradstreet
DNB
+$7.2M

Top Sells

1
+$194M
2
+$20.7M
3
+$18.9M
4
SCHW icon
Charles Schwab
SCHW
+$15.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$14.6M

Sector Composition

1 Financials 28.14%
2 Communication Services 19.57%
3 Technology 15.38%
4 Consumer Discretionary 9.47%
5 Materials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.11M 0.18%
150,000
-50,000
52
$3.08M 0.14%
5,000
53
$2.96M 0.13%
18,000
-126,600
54
$2.92M 0.13%
105,000
55
$2.39M 0.11%
11,000
56
$2.12M 0.09%
39,810
+6,635
57
$314K 0.01%
11,000
58
– –
-8,068
59
– –
-560
60
– –
-2,371
61
– –
-558
62
– –
-4,692
63
– –
-442
64
– –
-1,648
65
– –
-16,555
1 2
3