We are live on ! Find out more
WIM

Weitz Investment Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 0.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.84B
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.36M
3
+$8.88M
4
CDW icon
CDW
CDW
+$6.06M
5
IT icon
Gartner
IT
+$5.67M

Top Sells

1
+$25.5M
2
+$23M
3
+$9.52M
4
MA icon
Mastercard
MA
+$5.27M
5
META icon
Meta Platforms (Facebook)
META
+$5.21M

Sector Composition

1 Financials 21.97%
2 Technology 16.78%
3 Communication Services 16.67%
4 Healthcare 16.2%
5 Industrials 13.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$144M 7.83%
286,850
2
$107M 5.82%
440,600
-5,000
3
$104M 5.67%
526,950
4
$92.4M 5.01%
270,580
-27,495
5
$88.7M 4.81%
155,900
-9,170
6
$79.8M 4.33%
108,710
-7,000
7
$79.8M 4.33%
153,975
+24,500
8
$76.1M 4.13%
213,450
9
$73M 3.96%
150,450
10
$66.2M 3.59%
406,475
+250
11
$65.4M 3.55%
212,700
+800
12
$60.7M 3.3%
719,850
-45,750
13
$55.1M 2.99%
214,600
+4,250
14
$48.9M 2.65%
222,500
15
$45.7M 2.48%
550,000
-10,000
16
$44.6M 2.42%
802,150
17
$41.4M 2.24%
162,779
-121
18
$40.1M 2.18%
139,750
-1,425
19
$39.6M 2.15%
160,550
+35,900
20
$36.3M 1.97%
56,800
-3,500
21
$34.2M 1.86%
139,300
-1,700
22
$32.2M 1.75%
1,384,000
23
$31.8M 1.73%
500,500
24
$30.2M 1.64%
164,575
25
$29.4M 1.59%
208,500
1
2