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Weitz Partners III Opportunity Investor (WPOIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 08:06AM EDT. Market open.
Overall portfolio composition (%)
Cash12.63%
Stocks85.80%
Bonds0.00%
Others0.00%
Preferred1.57%
Convertible0.00%
Sector weightings (%)
Sector(s)WPOIX
Basic materials3.08%
Consumer cyclical10.37%
Financial services23.23%
Property3.51%
Consumer defensive0.00%
Healthcare14.92%
Utilities0.00%
Communication services25.86%
Energy0.00%
Industrials4.17%
Technology14.87%
Equity holdings
AverageWPOIXCategory average
Price/Earnings0.0521.4
Price/book0.473.04
Price/sales0.382.45
Price/Cash flow0.0815.31
Median market cap123,420.4578,037.07
3-year earnings growth17.2214.32
Bond holdings
AverageWPOIXCategory average
MaturityN/A5.94
DurationN/A4.26
Credit qualityN/AN/A
Bond ratings
Sector(s)WPOIX
US government6.33%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A
Top 10 holdings (54.92% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| Berkshire Hathaway Inc Class B | BRK-B | 10.72% |
| Alphabet Inc Class C | GOOG | 6.11% |
| Thermo Fisher Scientific Inc | TMO | 5.49% |
| Visa Inc Class A | V | 5.27% |
| Mastercard Inc Class A | MA | 5.11% |
| Amazon.com Inc | AMZN | 4.89% |
| Danaher Corp | DHR | 4.71% |
| CarMax Inc | KMX | 4.52% |
| SPDR® S&P 500 ETF Trust | SPY | 4.32% |
| Global Payments Inc | GPN | 3.78% |
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