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
$2.49B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$19.4M
3
+$15.9M
4
META icon
Meta Platforms (Facebook)
META
+$6.64M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$4.35M

Top Sells

1
+$43.2M
2
+$20.6M
3
+$15.7M
4
JPM icon
JPMorgan Chase
JPM
+$11.2M
5
SCHW icon
Charles Schwab
SCHW
+$6.71M

Sector Composition

1 Financials 27.75%
2 Communication Services 20.65%
3 Technology 14.81%
4 Consumer Discretionary 9.41%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.06M 0.12%
13,905
-1,095
52
$2.95M 0.12%
105,000
53
$2.51M 0.1%
43,686
+3,876
54
$2.49M 0.1%
12,673
+1,002
55
$1.66M 0.07%
125,485
+485
56
$316K 0.01%
11,000
1 2
3