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
$2.26B
AUM Growth
-$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$20.9M
3
+$20.1M
4
KMX icon
CarMax
KMX
+$14M
5
AMZN icon
Amazon
AMZN
+$6.52M

Top Sells

1
+$43M
2
+$30.3M
3
+$24.8M
4
AZO icon
AutoZone
AZO
+$18.1M
5
JPM icon
JPMorgan Chase
JPM
+$10.3M

Sector Composition

1 Financials 27.07%
2 Communication Services 20.61%
3 Technology 16.41%
4 Consumer Discretionary 8.68%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$165M 7.3%
1,179,560
2
$154M 6.81%
435,450
-70,369
3
$98.8M 4.38%
445,600
+1,479
4
$96.1M 4.26%
1,443,100
+313,700
5
$92.6M 4.1%
259,050
+1,158
6
$92.2M 4.08%
681,200
+26,779
7
$88.3M 3.91%
397,250
+90,350
8
$82.6M 3.66%
2,333,095
-32,275
9
$73.3M 3.25%
49,668
-6,700
10
$72.1M 3.19%
318,318
-18,508
11
$69.4M 3.08%
719,800
+144,800
12
$62.8M 2.78%
341,800
+3,615
13
$61.7M 2.73%
731,650
-510,363
14
$60.6M 2.69%
603,909
+20,000
15
$53.8M 2.38%
330,000
+40,000
16
$53M 2.35%
2,046,000
17
$51.4M 2.28%
157,900
-93,007
18
$49.4M 2.19%
24,185
-8,856
19
$46.3M 2.05%
78,342
20
$46.2M 2.05%
177,547
+2,074
21
$38.5M 1.71%
233,300
+4,679
22
$38.1M 1.69%
+127,979
23
$36.5M 1.62%
77,300
+11,016
24
$34.2M 1.51%
186,201
25
$32.2M 1.43%
1,836,000
1
2 3