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
$2.43B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$33.7M
2 +$18M
3 +$10.6M
4
AGN
Allergan plc
AGN
+$8.59M
5
ALSN icon
Allison Transmission
ALSN
+$3.93M

Top Sells

1 +$11.8M
2 +$10.2M
3 +$7.91M
4
QVCGA
QVC Group Inc Series A
QVCGA
+$7.1M
5
AON icon
Aon
AON
+$6.68M

Sector Composition

1 Communication Services 26.14%
2 Financials 24.47%
3 Healthcare 13.71%
4 Consumer Discretionary 8.14%
5 Technology 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$14K ﹤0.01%
128
77
-135,000