WCMN
Westchester Capital Management (Nebraska) Portfolio holdings
AUM
$425M
This Quarter Return
+10.46%
1 Year Return
+16.01%
3 Year Return
+65.1%
5 Year Return
+123.73%
10 Year Return
+268.27%
AUM
$186M
AUM Growth
+$186M
(+15%)
Cap. Flow
+$9.05M
Cap. Flow
% of AUM
4.86%
Top 10 Holdings %
Top 10 Hldgs %
42.11%
Holding
72
New
7
Increased
11
Reduced
22
Closed
5
Top Buys
| 1 |
EMC
EMC CORPORATION
EMC
|
$7.96M |
| 2 |
Bank of New York Mellon
BK
|
$4.53M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.6M |
| 4 |
Caterpillar
CAT
|
$1.53M |
| 5 |
Intel
INTC
|
$970K |
Top Sells
| 1 |
3M
MMM
|
$6.2M |
| 2 |
Cleveland-Cliffs
CLF
|
$882K |
| 3 |
AVP
Avon Products, Inc.
AVP
|
$477K |
| 4 |
GE Aerospace
GE
|
$344K |
| 5 |
TEN
Tsakos Energy Navigation Ltd.
TEN
|
$208K |
Sector Composition
| 1 | Technology | 19.32% |
| 2 | Healthcare | 16.73% |
| 3 | Energy | 13.46% |
| 4 | Industrials | 10.88% |
| 5 | Consumer Discretionary | 10.65% |
