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
$1.74B
AUM Growth
-$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$4.51M
3
+$4.49M
4
MSFT icon
Microsoft
MSFT
+$3.83M
5
ACN icon
Accenture
ACN
+$3.35M

Top Sells

1
+$60.5M
2
+$14.3M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$11.9M
5
AXTA icon
Axalta
AXTA
+$10.3M

Sector Composition

1 Technology 22.73%
2 Financials 22.73%
3 Communication Services 19.4%
4 Healthcare 9.56%
5 Materials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.1%
5,000
52
– –
-18,000
53
– –
-125,485
54
– –
-726,426
55
– –
-6,000
56
– –
-117,450
1 2
3