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
$1.98B
AUM Growth
+$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$13.9M
3
+$12M
4
AON icon
Aon
AON
+$4.56M
5
FIS icon
Fidelity National Information Services
FIS
+$4.45M

Top Sells

1
+$35.8M
2
+$19.5M
3
+$15.7M
4
META icon
Meta Platforms (Facebook)
META
+$12.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.5M

Sector Composition

1 Financials 21.37%
2 Technology 19.78%
3 Communication Services 17.91%
4 Healthcare 10.92%
5 Industrials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$138M 6.95%
327,200
-27,250
2
$115M 5.83%
758,100
-102,850
3
$102M 5.13%
364,200
4
$97.9M 4.94%
203,350
5
$97.7M 4.93%
201,275
-25,000
6
$87.6M 4.42%
350,910
+2,900
7
$84.7M 4.27%
876,500
8
$72.8M 3.67%
125,200
+120
9
$65.9M 3.33%
241,550
-35,750
10
$65.3M 3.3%
749,500
11
$61.3M 3.1%
340,000
-15,000
12
$56M 2.83%
256,350
-5,000
13
$52.8M 2.67%
158,300
+13,650
14
$51.9M 2.62%
1,748,000
-23,813
15
$47.4M 2.39%
163,200
+102,100
16
$45.3M 2.29%
229,200
17
$42.8M 2.16%
320,000
+90,000
18
$41.1M 2.07%
153,500
19
$40.4M 2.04%
72,100
20
$37.6M 1.9%
506,500
+60,000
21
$35.9M 1.81%
285,500
22
$34.9M 1.76%
610,500
-75,000
23
$33.1M 1.67%
110,000
-15,000
24
$32.6M 1.64%
94,000
-3,000
25
$31.8M 1.61%
358,699
1
2 3