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
$2.4B
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$20.7M
2 +$10.6M
3 +$9.59M
4
AMZN icon
Amazon
AMZN
+$5.84M
5
RWT
Redwood Trust
RWT
+$5.71M

Sector Composition

1 Communication Services 25.82%
2 Financials 25.42%
3 Healthcare 13.73%
4 Technology 8.11%
5 Consumer Discretionary 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-500,000
77
-113,291
78
-62,500
79
-128
80
-157,736