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
$1.91B
AUM Growth
-$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$22M
3
+$9.87M
4
AMZN icon
Amazon
AMZN
+$7.43M
5
KMX icon
CarMax
KMX
+$5.93M

Top Sells

1
+$49.4M
2
+$13.4M
3
+$7.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.83M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$3.24M

Sector Composition

1 Financials 25.11%
2 Communication Services 19.79%
3 Technology 19.17%
4 Healthcare 8.85%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$127M 6.63%
1,160,060
-19,500
2
$112M 5.86%
410,450
-25,000
3
$88.4M 4.62%
1,463,600
+20,500
4
$85.8M 4.48%
435,600
-10,000
5
$82.3M 4.3%
711,700
+30,500
6
$73.8M 3.86%
234,050
-25,000
7
$71.1M 3.71%
785,300
+65,500
8
$68.1M 3.56%
422,250
+25,000
9
$64.1M 3.35%
318,318
10
$62.8M 3.28%
279,216
+101,669
11
$61.9M 3.24%
2,216,905
-116,190
12
$61M 3.19%
665,900
+61,991
13
$50.9M 2.66%
39,340
-10,328
14
$48.8M 2.55%
343,100
+1,300
15
$48.8M 2.55%
771,650
+40,000
16
$44.8M 2.34%
2,026,000
-20,000
17
$42.6M 2.22%
78,342
18
$42.5M 2.22%
400,000
+70,000
19
$40.4M 2.11%
102,300
+25,000
20
$39.9M 2.08%
147,900
-10,000
21
$37.3M 1.95%
255,400
+22,100
22
$33.8M 1.77%
139,890
+11,911
23
$28.6M 1.5%
186,201
24
$28.3M 1.48%
433,000
+15,000
25
$26.6M 1.39%
78,875
+4,575
1
2 3