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
$1.9B
AUM Growth
+$79.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$29.5M
2 +$29.2M
3 +$3.89M
4
ACIW icon
ACI Worldwide
ACIW
+$2.66M
5
KMX icon
CarMax
KMX
+$2.3M

Top Sells

1 +$25.5M
2 +$17.2M
3 +$16.5M
4
ADBE icon
Adobe
ADBE
+$16.4M
5
GWRE icon
Guidewire Software
GWRE
+$10.2M

Sector Composition

1 Financials 22.2%
2 Technology 19.66%
3 Communication Services 18.45%
4 Healthcare 10.87%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.83M 0.15%
64,600
52
$2.83M 0.15%
77,500
53
$2.37M 0.12%
11,300