WCMN

Westchester Capital Management (Nebraska) Portfolio holdings

AUM $465M
1-Year Est. Return 20.67%
This Quarter Est. Return
1 Year Est. Return
+20.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$3.31M
3
+$1.92M
4
AAPL icon
Apple
AAPL
+$1.17M
5
ZBH icon
Zimmer Biomet
ZBH
+$726K

Top Sells

1
+$102K
2
+$68.8K
3
+$57.8K

Sector Composition

1 Healthcare 26.04%
2 Technology 21.27%
3 Industrials 14.08%
4 Financials 11.06%
5 Energy 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.41M 1.99%
160,729
+2,109
27
$4.15M 1.87%
113,345
+1,970
28
$3.77M 1.7%
111,994
+1,994
29
$3.06M 1.38%
14,885
+710
30
$110K 0.05%
1,152
31
$106K 0.05%
1,268
+112
32
$93K 0.04%
2,004
33
$35K 0.02%
920
34
$34K 0.02%
920
35
$31K 0.01%
500
1
2