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
$2.39B
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.65M
3
+$3.44M
4
V icon
Visa
V
+$2.67M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$2.25M

Top Sells

1
+$7.94M
2
+$5.28M
3
+$4.25M
4
CHTR icon
Charter Communications
CHTR
+$3.61M
5
DHR icon
Danaher
DHR
+$3.04M

Sector Composition

1 Financials 29.26%
2 Communication Services 21.32%
3 Technology 14.21%
4 Consumer Discretionary 9.21%
5 Healthcare 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$160M 6.68%
1,197,200
2
$138M 5.77%
505,150
3
$113M 4.73%
395,060
-27,790
4
$108M 4.54%
628,000
+13,000
5
$102M 4.25%
420,204
-10,709
6
$97.4M 4.08%
286,900
7
$96.5M 4.04%
1,325,000
8
$95.2M 3.99%
427,500
+12,000
9
$87M 3.64%
2,365,370
10
$85.7M 3.59%
246,600
+5,750
11
$80.9M 3.39%
939,500
+40,000
12
$70.9M 2.97%
419,200
13
$69.7M 2.92%
544,700
-10,000
14
$67.2M 2.81%
56,200
15
$60.3M 2.52%
2,046,000
-60,000
16
$58.2M 2.44%
34,275
-700
17
$50.1M 2.1%
412,000
+30,000
18
$47.6M 1.99%
290,000
19
$47.4M 1.99%
83,000
20
$47.2M 1.98%
174,840
-11,280
21
$38.1M 1.6%
227,500
22
$35.6M 1.49%
185,200
23
$33.3M 1.39%
662,000
24
$32.5M 1.36%
120,000
25
$31.6M 1.32%
362,500
1
2 3