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
$1.7B
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$4.43M
2 +$1.8M
3 +$1.38M
4
FIS icon
Fidelity National Information Services
FIS
+$756K
5
KMX icon
CarMax
KMX
+$660K

Top Sells

1 +$15M
2 +$13.2M
3 +$12.7M
4
BKI
Black Knight, Inc. Common Stock
BKI
+$3.88M
5
V icon
Visa
V
+$3.55M

Sector Composition

1 Financials 25.36%
2 Technology 19.82%
3 Communication Services 16.57%
4 Healthcare 9.15%
5 Materials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.99M 0.12%
11,944
52
$1.99M 0.12%
11,700
53
$1.9M 0.11%
64,600
-450,000
54
$720K 0.04%
125,485
55
$603K 0.04%
6,000