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
$2.37B
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$27.8M
3
+$26.5M
4
TUP
Tupperware Brands Corporation
TUP
+$25.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.2M

Top Sells

1
+$44.3M
2
+$42.6M
3
+$25.2M
4
MA icon
Mastercard
MA
+$24.1M
5
QVCGA
QVC Group Inc Series A
QVCGA
+$22.2M

Sector Composition

1 Financials 27.84%
2 Communication Services 23.88%
3 Healthcare 14.23%
4 Technology 8.13%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-814,184
77
– –
-430
78
– –
-27,000
79
– –
-54,000
80
– –
-785,000
1 2 3
4