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
$1.76B
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$8.28M
3
+$5.7M
4
KMX icon
CarMax
KMX
+$2.9M
5
FRC
First Republic Bank
FRC
+$2.25M

Top Sells

1
+$11.1M
2
+$9.78M
3
+$8.84M
4
ROP icon
Roper Technologies
ROP
+$6.18M
5
V icon
Visa
V
+$6.05M

Sector Composition

1 Financials 26.19%
2 Technology 21.21%
3 Communication Services 15.94%
4 Healthcare 9.26%
5 Materials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.26M 0.13%
64,600
52
$2.08M 0.12%
11,700
53
$1.7M 0.1%
+5,000
54
$848K 0.05%
125,485
55
$489K 0.03%
6,000
56
– –
-713,383
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