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

Top Buys

1
+$32.8M
2
+$14.4M
3
+$11.9M
4
AON icon
Aon
AON
+$4.23M
5
FIS icon
Fidelity National Information Services
FIS
+$3.91M

Top Sells

1
+$35.8M
2
+$18.2M
3
+$14.8M
4
META icon
Meta Platforms (Facebook)
META
+$11.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.7M

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%
11,989
53
– –
-1,221,500
54
– –
-25,190
1 2
3