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

Top Buys

1 +$52M
2 +$28M
3 +$25.1M
4
TUP
Tupperware Brands Corporation
TUP
+$22.5M
5
AXTA icon
Axalta
AXTA
+$17M

Top Sells

1 +$44M
2 +$42.6M
3 +$24.7M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$23.1M
5
QVCGA
QVC Group Inc Series A
QVCGA
+$20.6M

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