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
$1.91B
AUM Growth
-$75.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$37.2M
3
+$30.4M
4
GPN icon
Global Payments
GPN
+$23.1M
5
KMX icon
CarMax
KMX
+$8.34M

Top Sells

1
+$23.7M
2
+$18.8M
3
+$16.1M
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$15.7M
5
VMC icon
Vulcan Materials
VMC
+$12.9M

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%
11,989
52
– –
-61,000
53
– –
-20,500
54
– –
-77,500
1 2
3