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
$201M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$103K
2
+$87.7K
3
+$40K
4
MMM icon
3M
MMM
+$9K

Top Sells

1
+$2.85M
2
+$1.33M
3
+$815K
4
BP icon
BP
BP
+$595K
5
DVN icon
Devon Energy
DVN
+$574K

Sector Composition

1 Healthcare 24.9%
2 Technology 17.33%
3 Financials 14.14%
4 Industrials 12.64%
5 Energy 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 1.36%
12,160
-550
27
$219K 0.11%
2,000
28
$121K 0.06%
1,031
-121
29
$114K 0.06%
1,268
30
$83K 0.04%
2,004
31
$40K 0.02%
+381
32
$37K 0.02%
500
33
$9K ﹤0.01%
+60
34
$8K ﹤0.01%
651
35
– –
-101,705
1
2