WEIK INVESTMENT Overview
Weik Investment Services Inc is an investment advisor that manages 241.3 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 12/31/20. The fund's latest filing disclosed 223MM in positions, representing 93% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 12/31/20. The fund's latest filing disclosed 223MM in positions, representing 93% of the manager's regulatory AUM.
WEIK INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEIK INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 7.89% | Tech | 16.48% | 0.51% | 0 | 50% | ||
| BRK.B | 5.77% | Financials | 15.19% | -0.02% | 0 | 36% | ||
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FEATURED IN
WEIK INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Thomas W. Weik | President, Chief Investment Officer, Sole Director | July-1987 |
| Dean B. Messinger | Secretary, Treasurer | January-2002 |
| Sarah C. Skillman | Chief Compliance Officer | May-2014 |
WEIK INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
WEIK INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss Security Analysis
Our stock selection process is centered on fundamental security analysis and emphasizes companies that are industry leaders or dominate certain niches. These companies generally have certain competitive advantages or franchises. Our favorite idea is a company that earns a superior return on its capital and that we believe has the potential to continue to earn superior returns over many years.
Our investment universe includes small-cap to large-cap companies. Our main sources of information include company press releases and filings, financial print media, internet news sources, interviews with corporate management, corporate presentations, and research material prepared by others.
We prefer companies that are strong cash flow generators. Our focus is on companies that produce cash in excess of their capital spending and dividend payouts. This free cash can be utilized proactively...
Unlock Full Investment Process Description
Our stock selection process is centered on fundamental security analysis and emphasizes companies that are industry leaders or dominate certain niches. These companies generally have certain competitive advantages or franchises. Our favorite idea is a company that earns a superior return on its capital and that we believe has the potential to continue to earn superior returns over many years.
Our investment universe includes small-cap to large-cap companies. Our main sources of information include company press releases and filings, financial print media, internet news sources, interviews with corporate management, corporate presentations, and research material prepared by others.
We prefer companies that are strong cash flow generators. Our focus is on companies that produce cash in excess of their capital spending and dividend payouts. This free cash can be utilized proactively...
Unlock Full Investment Process Description
WEIK INVESTMENT Portfolio Concentration
WEIK INVESTMENT Location
1075 BERKSHIRE BLVD
SUITE 825
WYOMISSING, Pennsylvania
UNITED STATES, 19610-1227
SUITE 825
WYOMISSING, Pennsylvania
UNITED STATES, 19610-1227
WEIK INVESTMENT Contact Information
Phone Number: 610-376-2240
Fax Number: 610-376-8256
Website: http://www.weikinvest.com
Fax Number: 610-376-8256
Website: http://www.weikinvest.com
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