WIM

Weitz Investment Management Portfolio holdings

AUM $1.86B
1-Year Est. Return 15.01%
This Quarter Est. Return
1 Year Est. Return
+15.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.52B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$66.7M
2
+$18.6M
3
+$12.6M
4
CVS icon
CVS Health
CVS
+$9.56M
5
AMZN icon
Amazon
AMZN
+$8.97M

Top Sells

1
+$70.6M
2
+$36.1M
3
+$34.3M
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$30.6M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$22.4M

Sector Composition

1 Communication Services 24.87%
2 Financials 22.65%
3 Healthcare 13.15%
4 Consumer Discretionary 8.38%
5 Technology 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$287K 0.01%
+3,873
77
$263K 0.01%
+2,076
78
$193K 0.01%
+1,550
79
$191K 0.01%
+2,303
80
$151K 0.01%
3,800
81
$88K ﹤0.01%
+395
82
$37K ﹤0.01%
+430
83
$13K ﹤0.01%
+128
84
$11K ﹤0.01%
205
-110
85
– –
-91,270
86
– –
-58,080
87
– –
-160,000
88
– –
-40,440
89
– –
-1,000,693
90
– –
-457,400
1 2 3
4