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
$2.42B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$23.4M
2 +$23M
3 +$20.2M
4
KMX icon
CarMax
KMX
+$17.6M
5
RWT
Redwood Trust
RWT
+$10.3M

Top Sells

1 +$51.2M
2 +$37.5M
3 +$23.8M
4
MHK icon
Mohawk Industries
MHK
+$15.9M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$14M

Sector Composition

1 Financials 27.04%
2 Communication Services 22.39%
3 Technology 15.53%
4 Healthcare 8.54%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-150,000
77
-125,000
78
-200,000
79
-383,236
80
-290,000
81
-3,934