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
$2.13B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Sells

1 +$30.9M
2 +$23.4M
3 +$21.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17M
5
RWT
Redwood Trust
RWT
+$11.2M

Sector Composition

1 Financials 34.36%
2 Communication Services 16.88%
3 Technology 16%
4 Healthcare 8%
5 Materials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$179M 8.37%
558
2
$152M 7.1%
711,771
-80,000
3
$94.5M 4.42%
1,285,400
-420,600
4
$87.8M 4.11%
542,890
+18,042
5
$83.1M 3.9%
415,800
-12,500
6
$82.2M 3.85%
575,000
-163,800
7
$81.5M 3.82%
241,065
-25,000
8
$67.8M 3.18%
799,000
9
$67.1M 3.14%
1,852,300
+165,000
10
$66.5M 3.12%
253,900
-83,300
11
$66.2M 3.1%
321,050
+33,700
12
$63.9M 2.99%
471,200
13
$60.6M 2.84%
2,365,370
+225,925
14
$58.4M 2.73%
635,000
-15,000
15
$51.9M 2.43%
53,250
-1,200
16
$45.9M 2.15%
769,500
-30,000
17
$42.8M 2.01%
2,086,000
18
$41.9M 1.97%
95,000
-15,000
19
$40.9M 1.92%
260,000
-60,000
20
$40.9M 1.92%
214,320
-11,280
21
$37.7M 1.77%
+256,000
22
$35.7M 1.67%
410,000
-30,500
23
$35.4M 1.66%
248,000
-7,700
24
$34.7M 1.63%
890,000
-108,497
25
$31.2M 1.46%
267,500