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
$2.46B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$41.2M
2 +$25.8M
3 +$24.8M
4
META icon
Meta Platforms (Facebook)
META
+$16.7M
5
VMC icon
Vulcan Materials
VMC
+$13.3M

Sector Composition

1 Financials 28.66%
2 Communication Services 25.74%
3 Healthcare 12.37%
4 Technology 10.41%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$32K ﹤0.01%
560
77
-4,137