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
$187M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$47.3K
2
+$23.2K
3
+$20.3K
4
WMT icon
Walmart
WMT
+$17.2K
5
BP icon
BP
BP
+$14.5K

Top Sells

1
+$3.24M
2
+$111K
3
+$83K
4
VLO icon
Valero Energy
VLO
+$82.6K
5
AAPL icon
Apple
AAPL
+$65.6K

Sector Composition

1 Healthcare 27.37%
2 Technology 22.09%
3 Industrials 14.53%
4 Energy 8.61%
5 Financials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.09M 2.19%
110,414
+625
27
$2.78M 1.49%
14,525
+247
28
$2.34M 1.25%
111,000
-1,325
29
$91K 0.05%
1,152
30
$86K 0.05%
1,156
31
$80K 0.04%
2,004
32
$57K 0.03%
1,840
33
$37K 0.02%
500
34
– –
0
35
– –
-36,375
1
2