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
$2.47B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$137M
3
+$133M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$123M
5
WFC icon
Wells Fargo
WFC
+$105M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16%
2 Technology 15.84%
3 Communication Services 15.2%
4 Healthcare 12.98%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$180M 7.3%
+2,095,230
2
$137M 5.55%
+2,225,900
3
$133M 5.38%
+2,065,430
4
$123M 5%
+1,103,192
5
$105M 4.25%
+2,542,200
6
$100M 4.05%
+3,645,000
7
$98M 3.97%
+2,810,050
8
$92M 3.72%
+5,412,409
9
$85.7M 3.47%
+90,676
10
$78.7M 3.19%
+267,740
11
$77.2M 3.13%
+920,976
12
$71.2M 2.88%
+2,639,570
13
$71.1M 2.88%
+3,242,508
14
$66.5M 2.69%
+2,951,269
15
$64.8M 2.62%
+658,600
16
$64.1M 2.59%
+1,854,955
17
$61.3M 2.48%
+713,008
18
$60.1M 2.43%
+974,500
19
$56.9M 2.3%
+825,714
20
$56.3M 2.28%
+3,633,500
21
$51.3M 2.08%
+2,574,047
22
$49.5M 2%
+640,000
23
$47.3M 1.92%
+302,000
24
$41.1M 1.67%
+1,126,360
25
$35.6M 1.44%
+746,920
1
2 3