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

Top Buys

1
+$27.9M
2
+$18.8M
3
+$15M
4
META icon
Meta Platforms (Facebook)
META
+$6.73M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$4.26M

Top Sells

1
+$43.3M
2
+$22.5M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$10.8M
5
SCHW icon
Charles Schwab
SCHW
+$6.98M

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%
11,944
+944
55
$1.66M 0.07%
125,485
+485
56
$316K 0.01%
11,000
1 2
3