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
$1.82B
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$20.3M
3 +$15.7M
4
TMO icon
Thermo Fisher Scientific
TMO
+$10.8M
5
DHR icon
Danaher
DHR
+$4.33M

Top Sells

1 +$18.6M
2 +$13.2M
3 +$12.2M
4
FIS icon
Fidelity National Information Services
FIS
+$9.4M
5
CSGP icon
CoStar Group
CSGP
+$9.3M

Sector Composition

1 Financials 22.92%
2 Technology 21.35%
3 Communication Services 19.68%
4 Healthcare 11.09%
5 Materials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.09M 0.11%
11,300
-200
52
-311,400