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Weitz Large Cap Equity Fund - Institutional Class (WVAIX)

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54.65 +0.17 +0.31%

24/10 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 337.99M

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WVAIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Weitz Value Institutional (WVAIX) fund. Our Weitz 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	2.50	2.55	0.05
Shares	97.50	97.50	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.69	21.06
Price to Book	3.85	4.04
Price to Sales	3.62	2.75
Price to Cash Flow	14.60	14.22
Dividend Yield	0.72	1.50
5 Years Earnings Growth	9.76	10.75

Sector Allocation

Name	Net %	Category Average
Technology	24.39	29.57
Financial Services	17.80	14.71
Healthcare	15.75	11.43
Industrials	15.08	9.67
Communication Services	12.49	9.04
Consumer Cyclical	6.26	10.40
Real Estate	4.46	2.22
Basic Materials	3.77	2.43

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 28

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Danaher	US2358511028	6.50	223.01	+0.13%
Visa A	US92826C8394	5.22	347.38	+0.41%
Meta Platforms	US30303M1027	5.21	738.36	+0.59%
Microsoft	US5949181045	4.59	523.61	+0.59%
Mastercard	US57636Q1040	4.43	573.67	-0.02%
CoStar	US22160N1090	4.35	77.89	+0.30%
Equifax	US2944291051	4.35	233.80	+1.08%
IDEX	US45167R1041	4.23	167.95	-0.25%
Thermo Fisher Scientific	US8835561023	4.20	572.50	+0.10%
Berkshire Hathaway B	US0846707026	4.14	492.10	+0.40%

Top Equity Funds by Weitz

Name	Total Assets	YTD%	3Y%	10Y%
Weitz Value Investor	486.04M	-0.91	15.95	9.89
Weitz Partners III Opportunity Inst	395.71M	2.49	13.81	6.62
Weitz Partners Value Institutional	350.12M	4.77	15.80	7.79
Weitz Partners Value Investor	215.55M	4.59	6.04	6.93
Weitz Balanced	45.84M	1.90	3.64	6.00

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Recent Quotes

Name	Price	Chg.	Chg. %
Weitz Value Insti.	54.65	+0.17	+0.31%
SJP Global High Y.	1.837	-0.008	-0.43%
CSCO	34.57	+0.02	+0.06%
301330	31.85	+0.65	+2.08%
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600081	12.57	+0.05	+0.40%
BPI Global Invest.	17.587	+0.073	+0.42%
DFA US Vector Equ.	30.28	+0.22	+0.73%