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
$2.26B
AUM Growth
-$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$22.6M
3
+$20.8M
4
KMX icon
CarMax
KMX
+$15.6M
5
AMZN icon
Amazon
AMZN
+$6.18M

Top Sells

1
+$44.9M
2
+$27.1M
3
+$22.8M
4
AZO icon
AutoZone
AZO
+$17.3M
5
JPM icon
JPMorgan Chase
JPM
+$11.1M

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%
50,824
+7,138
54
$2.32M 0.1%
12,673
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