WIM

Weitz Investment Management Portfolio holdings

AUM $1.69B
1-Year Est. Return 8.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.38%
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 +$32.1M
2 +$17.5M
3 +$11.8M
4
AGN
Allergan plc
AGN
+$9.75M
5
ALSN icon
Allison Transmission
ALSN
+$3.82M

Top Sells

1 +$11.5M
2 +$11.3M
3 +$7.99M
4
QVCGA
QVC Group Inc Series A
QVCGA
+$6.96M
5
AON icon
Aon
AON
+$6.38M

Sector Composition

1 Communication Services 26.58%
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