WIM
Weitz Investment Management Portfolio holdings
AUM
$1.86B
1-Year Return
15.01%
This Quarter Return
+10.16%
1 Year Return
+15.01%
3 Year Return
+62.15%
5 Year Return
+101.91%
10 Year Return
+202.62%
AUM
$2.03B
AUM Growth
+$123M
(+6.4%)
Cap. Flow
-$57.8M
Cap. Flow
% of AUM
-2.85%
Top 10 Holdings %
Top 10 Hldgs %
45.99%
Holding
54
New
1
Increased
3
Reduced
13
Closed
4
Top Buys
| 1 |
SiriusXM
SIRI
|
$29.8M |
| 2 |
IDEX
IEX
|
$9.71M |
| 3 |
Global Payments
GPN
|
$8.23M |
| 4 |
Bio-Techne
TECH
|
$248K |
Top Sells
| 1 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$24.1M |
| 2 |
Perimeter Solutions
PRM
|
$17M |
| 3 |
Meta Platforms (Facebook)
META
|
$12.4M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$8.69M |
| 5 |
S&P Global
SPGI
|
$7.57M |
Sector Composition
| 1 | Financials | 22.98% |
| 2 | Technology | 19.21% |
| 3 | Communication Services | 17.21% |
| 4 | Industrials | 14.07% |
| 5 | Healthcare | 11.26% |