WIM

Weitz Investment Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 6.75%
This Quarter Est. Return
1 Year Est. Return
+6.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.88B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$18.6M
2 +$14.4M
3 +$12.5M
4
FIS icon
Fidelity National Information Services
FIS
+$11.8M
5
PRM icon
Perimeter Solutions
PRM
+$6.93M

Top Sells

1 +$49.2M
2 +$17.9M
3 +$13.3M
4
DLB icon
Dolby
DLB
+$6.79M
5
VMC icon
Vulcan Materials
VMC
+$6.56M

Sector Composition

1 Financials 22.82%
2 Technology 21.82%
3 Communication Services 18.06%
4 Healthcare 10.3%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-80,000