WIM

Weitz Investment Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 6.75%
This Quarter Est. Return
1 Year Est. Return
+6.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.91B
AUM Growth
-$75.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$34.3M
3
+$30.1M
4
GPN icon
Global Payments
GPN
+$20.3M
5
KMX icon
CarMax
KMX
+$8.49M

Top Sells

1
+$25.5M
2
+$20.1M
3
+$16.9M
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$14.6M
5
VMC icon
Vulcan Materials
VMC
+$12.4M

Sector Composition

1 Financials 22.19%
2 Technology 19.46%
3 Communication Services 16.77%
4 Industrials 12.52%
5 Healthcare 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.13%
11,300
52
– –
-20,500
53
– –
-77,500
54
– –
-61,000
1 2
3