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
$1.98B
AUM Growth
+$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$29.7M
2 +$13.9M
3 +$12M
4
AON icon
Aon
AON
+$4.56M
5
FIS icon
Fidelity National Information Services
FIS
+$4.45M

Top Sells

1 +$35.8M
2 +$19.5M
3 +$15.7M
4
META icon
Meta Platforms (Facebook)
META
+$12.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.5M

Sector Composition

1 Financials 21.37%
2 Technology 19.78%
3 Communication Services 17.91%
4 Healthcare 10.92%
5 Industrials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.88M 0.15%
66,500
+1,900
52
$2.32M 0.12%
11,300
53
-1,221,500
54
-25,190