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
$206M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$8.37M
2 +$4.22M
3 +$2.82M
4
ZBH icon
Zimmer Biomet
ZBH
+$727K
5
INTC icon
Intel
INTC
+$663K

Sector Composition

1 Healthcare 27.59%
2 Technology 17.45%
3 Industrials 13.21%
4 Financials 11.76%
5 Energy 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.85M 1.39%
101,705
-8,715
27
$2.75M 1.34%
12,710
-25
28
$251K 0.12%
2,000
-3,200
29
$119K 0.06%
1,152
30
$111K 0.05%
1,268
31
$85K 0.04%
2,004
32
$32K 0.02%
500
33
$8K ﹤0.01%
651
34
-308,172