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

Top Buys

1
+$42.9M
2
+$31.3M
3
+$26.4M
4
META icon
Meta Platforms (Facebook)
META
+$18.3M
5
VMC icon
Vulcan Materials
VMC
+$13.8M

Top Sells

1
+$42.6M
2
+$26.6M
3
+$18.9M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$18.7M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$14.5M

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
1 2 3
4