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 09/30/16. The fund's latest filing disclosed 173MM in positions, representing 72% of the manager's regulatory AUM.

WEIK INVESTMENT StockAlpha

-0.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WEIK INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 6.19% Financials 14% -0.28% 0 28%
TJX 6.13% Cons. Disc. 4.93% 0.01% 0 23%
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FEATURED IN
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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...
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WEIK INVESTMENT Portfolio Concentration

WEIK INVESTMENT Location

1075 BERKSHIRE BLVD
SUITE 825
WYOMISSING, Pennsylvania
UNITED STATES, 19610-1227

WEIK INVESTMENT Contact Information

Phone Number: 610-376-2240
Fax Number: 610-376-8256
Website:

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