WIM

Weitz Investment Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 6.75%
This Quarter Est. Return
1 Year Est. Return
+6.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$27.3M
3
+$17.5M
4
CSGP icon
CoStar Group
CSGP
+$5.38M
5
AMZN icon
Amazon
AMZN
+$3.44M

Top Sells

1
+$36.4M
2
+$28.6M
3
+$17M
4
ORCL icon
Oracle
ORCL
+$14M
5
ACIW icon
ACI Worldwide
ACIW
+$8.38M

Sector Composition

1 Financials 29.45%
2 Communication Services 21.23%
3 Technology 14.1%
4 Consumer Discretionary 9.31%
5 Healthcare 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.25M 0.18%
150,000
52
$3.61M 0.15%
5,000
53
$2.92M 0.12%
105,000
54
$2.88M 0.12%
15,000
-3,000
55
$2.41M 0.1%
11,000
56
$2.09M 0.09%
39,810
57
$310K 0.01%
11,000
58
– –
-1,244,000
59
– –
-1,322,710
1 2
3