WIM

Weitz Investment Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 6.75%
This Quarter Est. Return
1 Year Est. Return
+6.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$26.7M
3
+$20.8M
4
SCHW icon
Charles Schwab
SCHW
+$20.1M
5
TDG icon
TransDigm Group
TDG
+$15.8M

Top Sells

1
+$28.4M
2
+$27.6M
3
+$16.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.9M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$11.2M

Sector Composition

1 Financials 28.44%
2 Communication Services 23.71%
3 Technology 12.84%
4 Healthcare 9.98%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$188K 0.01%
3,934
-1,874
77
$45K ﹤0.01%
180
78
$22K ﹤0.01%
560
79
$6K ﹤0.01%
+58
80
– –
-2,940
81
– –
-541,196
82
– –
-58,668
83
– –
-171,950
1 2 3
4