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
$2.55B
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$25.4M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$3.7M
5
VMC icon
Vulcan Materials
VMC
+$2.74M

Top Sells

1
+$14.1M
2
+$13.3M
3
+$12.1M
4
KMX icon
CarMax
KMX
+$11.9M
5
CCRD icon
CoreCard
CCRD
+$11.3M

Sector Composition

1 Financials 29.91%
2 Communication Services 20.59%
3 Technology 16.17%
4 Consumer Discretionary 9%
5 Healthcare 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$189M 7.43%
558
2
$182M 7.14%
803,271
-536
3
$136M 5.35%
1,084,900
-70,000
4
$126M 4.93%
1,879,600
-90,500
5
$91.8M 3.6%
631,383
-24,327
6
$91.8M 3.6%
488,300
-43,240
7
$88.5M 3.47%
296,315
-40,525
8
$79.3M 3.11%
2,164,065
9
$79.1M 3.1%
3,627,400
-50,000
10
$78.8M 3.09%
384,100
-19,000
11
$75.1M 2.95%
1,880,905
-284,095
12
$70.7M 2.77%
1,486,300
-50,000
13
$59.3M 2.33%
676,350
-136,200
14
$55.2M 2.16%
48,255
+28,255
15
$53.8M 2.11%
3,250,500
-150,000
16
$52.8M 2.07%
25,730
17
$47.9M 1.88%
332,710
+19,000
18
$46.7M 1.83%
224,000
+11,000
19
$45.4M 1.78%
725,233
-84,245
20
$43.8M 1.72%
679,900
-35,000
21
$43.5M 1.71%
821,720
22
$42.6M 1.67%
332,450
-7,500
23
$41.2M 1.61%
1,751,833
-204,316
24
$36M 1.41%
390,000
+40,000
25
$35.7M 1.4%
110,000
1
2 3