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
51
$10K 0.01%
+300
52
$10K 0.01%
+300
53
$9K 0.01%
+100
54
$9K 0.01%
+100
55
$9K 0.01%
+291
56
$9K 0.01%
+250
57
$9K 0.01%
+1,200
58
$8K 0.01%
+500
59
$6K ﹤0.01%
+100
60
$6K ﹤0.01%
+509
61
$4K ﹤0.01%
+50
62
$4K ﹤0.01%
+250
63
$4K ﹤0.01%
+69
64
$4K ﹤0.01%
140
65
– –
0
66
– –
-67,582
67
– –
-2,970
68
– –
-1,000
69
– –
-700
70
– –
-200
71
– –
-1,100
1 2
3