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
$1.88B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$13.4M
3
+$12.4M
4
FIS icon
Fidelity National Information Services
FIS
+$11.8M
5
PRM icon
Perimeter Solutions
PRM
+$7.55M

Top Sells

1
+$42.3M
2
+$15.5M
3
+$12.7M
4
DLB icon
Dolby
DLB
+$6.79M
5
MSFT icon
Microsoft
MSFT
+$5.58M

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
1 2
3