WCMN

Westchester Capital Management (Nebraska) Portfolio holdings

AUM $425M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$39K
3
+$35K
4
GEL icon
Genesis Energy
GEL
+$25K
5
ACAS
American Capital Ltd
ACAS
+$13K

Top Sells

1
+$6.92M
2
+$207K
3
+$105K
4
MMM icon
3M
MMM
+$98.5K
5
AAPL icon
Apple
AAPL
+$88.2K

Sector Composition

1 Healthcare 17.27%
2 Technology 15.21%
3 Industrials 14.52%
4 Energy 13.55%
5 Consumer Discretionary 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 2.03%
95,911
-900
27
$3.1M 1.92%
102,517
-1,625
28
$2.53M 1.57%
122,743
-1,400
29
$2.29M 1.42%
111,672
-1,175
30
$640K 0.4%
24,573
-40
31
$143K 0.09%
1,175
32
$99K 0.06%
1,156
33
$80K 0.05%
2,104
34
$71K 0.04%
1,200
35
$54K 0.03%
2,100
36
$48K 0.03%
375
37
$46K 0.03%
1,023
38
$44K 0.03%
666
39
$43K 0.03%
622
40
$40K 0.02%
1,847
41
$40K 0.02%
500
42
$39K 0.02%
+1,190
43
$38K 0.02%
500
44
$35K 0.02%
+1,160
45
$27K 0.02%
628
46
$27K 0.02%
639
47
$27K 0.02%
300
48
$25K 0.02%
+500
49
$15K 0.01%
260
50
$13K 0.01%
+956
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