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Weitz Multi Cap Equity Fund - Institutional Class (WPVIX)

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33.63 +0.28 +0.84%

08/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 343.53M

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WPVIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Weitz Partners Value Institutional (WPVIX) fund. Our Weitz Partners Value Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	4.57	4.57	0.00
Shares	95.43	95.43	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.09	20.92
Price to Book	2.98	3.99
Price to Sales	2.53	2.67
Price to Cash Flow	11.58	14.02
Dividend Yield	0.95	1.54
5 Years Earnings Growth	9.08	10.54

Sector Allocation

Name	Net %	Category Average
Financial Services	23.13	14.91
Communication Services	22.35	8.74
Industrials	14.42	9.86
Healthcare	11.17	11.65
Basic Materials	9.11	2.37
Technology	8.28	29.03
Real Estate	5.90	2.23
Consumer Cyclical	5.65	10.29

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 35

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Berkshire Hathaway B	US0846707026	7.50	465.40	+0.85%
Heico A	US4228062083	7.10	245.83	-0.53%
Visa A	US92826C8394	5.63	336.78	+1.41%
Mastercard	US57636Q1040	4.82	574.32	+2.33%
Alphabet C	US02079K1079	4.56	202.09	+2.44%
Meta Platforms	US30303M1027	4.43	769.30	+0.98%
CoStar	US22160N1090	4.14	94.50	-0.88%
Aon	IE00BLP1HW54	4.13	366.40	+0.38%
Labcorp Holdings	US5049221055	3.69	265.85	+2.27%
Danaher	US2358511028	3.56	200.56	+1.04%

Top Equity Funds by Weitz

Name	Total Assets	YTD%	3Y%	10Y%
Weitz Value Investor	489.1M	-0.80	9.61	8.84
Weitz Partners III Opportunity Inst	398.88M	0.30	6.63	5.47
Weitz Value Institutional	336.61M	-0.70	9.78	9.05
Weitz Partners Value Investor	215.66M	4.59	6.04	6.93
Weitz Balanced	48.75M	1.90	3.64	6.00

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Recent Quotes

Name	Price	Chg.	Chg. %
Weitz Partners Va.	33.63	+0.28	+0.84%
Yimin Dividend Gr.	0.696	-0.000	-0.04%
CS Invm Fds 2 - C.	247.850	-1.870	-0.75%
Schroder GAIA Two.	150.570	-0.670	-0.44%
Fullgoal Seletion.	2.366	+0.001	+0.04%
Manulife Retireme.	30.065	-0.020	-0.07%