WIM

Weitz Investment Management Portfolio holdings

AUM $1.86B
1-Year Est. Return 15.01%
This Quarter Est. Return
1 Year Est. Return
+15.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
-$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$20.9M
3
+$20.1M
4
KMX icon
CarMax
KMX
+$14M
5
AMZN icon
Amazon
AMZN
+$6.52M

Top Sells

1
+$43M
2
+$30.3M
3
+$24.8M
4
AZO icon
AutoZone
AZO
+$18.1M
5
JPM icon
JPMorgan Chase
JPM
+$10.3M

Sector Composition

1 Financials 27.07%
2 Communication Services 20.61%
3 Technology 16.41%
4 Consumer Discretionary 8.68%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.93M 0.13%
105,000
52
$2.38M 0.11%
11,700
-2,205
53
$2.33M 0.1%
38,300
+5,379
54
$2.32M 0.1%
11,944
55
$2.26M 0.1%
16,600
-75,465
56
$1.32M 0.06%
125,485
57
$317K 0.01%
11,000
1 2
3