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
$1.91B
AUM Growth
-$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$22M
3
+$9.87M
4
AMZN icon
Amazon
AMZN
+$7.43M
5
KMX icon
CarMax
KMX
+$5.93M

Top Sells

1
+$49.4M
2
+$13.4M
3
+$7.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.83M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$3.24M

Sector Composition

1 Financials 25.11%
2 Communication Services 19.79%
3 Technology 19.17%
4 Healthcare 8.85%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.22M 0.12%
40,800
+2,500
52
$2.08M 0.11%
11,944
53
$2.04M 0.11%
11,700
54
$967K 0.05%
125,485
55
$861K 0.05%
6,000
-9,200
56
– –
-24,185
57
– –
-11,000
58
– –
-105,000
1 2
3