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
$2.39B
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.65M
3
+$3.44M
4
V icon
Visa
V
+$2.67M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$2.25M

Top Sells

1
+$7.94M
2
+$5.28M
3
+$4.25M
4
CHTR icon
Charter Communications
CHTR
+$3.61M
5
DHR icon
Danaher
DHR
+$3.04M

Sector Composition

1 Financials 29.26%
2 Communication Services 21.32%
3 Technology 14.21%
4 Consumer Discretionary 9.21%
5 Healthcare 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.12%
105,000
52
$2.33M 0.1%
11,000
53
$2.12M 0.09%
39,810
54
$1.61M 0.07%
125,000
-410,000
55
$296K 0.01%
11,000
56
– –
-150,000
57
– –
-5,000
1 2
3