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

Top Buys

1 +$4.95M
2 +$4.41M
3 +$4.32M
4
LYV icon
Live Nation Entertainment
LYV
+$4.3M
5
ACN icon
Accenture
ACN
+$3.52M

Top Sells

1 +$60.5M
2 +$14.8M
3 +$14.3M
4
FIS icon
Fidelity National Information Services
FIS
+$11.9M
5
AXTA icon
Axalta
AXTA
+$10.8M

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