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
$2.32B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$8.64M
3 +$4M
4
LH icon
Labcorp
LH
+$3.71M
5
CMP icon
Compass Minerals
CMP
+$2.53M

Sector Composition

1 Communication Services 26.47%
2 Financials 24.08%
3 Healthcare 14.4%
4 Consumer Discretionary 8.77%
5 Technology 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-43,408
77
-2,234,256
78
-16,868
79
-8,828
80
-8,000
81
-44,100
82
-8,000