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
$2.03B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$39.2M
2 +$9.12M
3 +$8.35M
4
TECH icon
Bio-Techne
TECH
+$233K

Top Sells

1 +$24.1M
2 +$13.1M
3 +$11.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.8M
5
SPGI icon
S&P Global
SPGI
+$7.25M

Sector Composition

1 Financials 22.98%
2 Technology 19.21%
3 Communication Services 17.21%
4 Industrials 14.07%
5 Healthcare 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,088,000
52
-310,000