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

Top Buys

1 +$26.8M
2 +$26.6M
3 +$4.08M
4
ACIW icon
ACI Worldwide
ACIW
+$2.18M
5
KMX icon
CarMax
KMX
+$2.02M

Top Sells

1 +$22.6M
2 +$16.6M
3 +$15.9M
4
ROP icon
Roper Technologies
ROP
+$15.6M
5
GWRE icon
Guidewire Software
GWRE
+$8.92M

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%
11,989