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

Top Buys

1 +$29.8M
2 +$21.7M
3 +$16.2M
4
TMO icon
Thermo Fisher Scientific
TMO
+$11.4M
5
DHR icon
Danaher
DHR
+$4.39M

Top Sells

1 +$18.6M
2 +$12.6M
3 +$11.9M
4
CSGP icon
CoStar Group
CSGP
+$10M
5
FIS icon
Fidelity National Information Services
FIS
+$9.78M

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%
11,989
-213
52
-311,400