WIM
Weitz Investment Management Portfolio holdings
AUM
$1.86B
1-Year Return
15.01%
This Quarter Return
+1.69%
1 Year Return
+15.01%
3 Year Return
+62.15%
5 Year Return
+101.91%
10 Year Return
+202.62%
AUM
$2.52B
AUM Growth
-$142M
(-5.4%)
Cap. Flow
-$244M
Cap. Flow
% of AUM
-9.68%
Top 10 Holdings %
Top 10 Hldgs %
48.25%
Holding
92
New
21
Increased
14
Reduced
38
Closed
6
Top Buys
| 1 |
Visa
V
|
$66.7M |
| 2 |
Thermo Fisher Scientific
TMO
|
$18.6M |
| 3 |
LEXEA
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
|
$12.6M |
| 4 |
CVS Health
CVS
|
$9.56M |
| 5 |
Amazon
AMZN
|
$8.97M |
Top Sells
Sector Composition
| 1 | Communication Services | 24.87% |
| 2 | Financials | 22.65% |
| 3 | Healthcare | 13.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Technology | 5.72% |
