WCMN
Westchester Capital Management (Nebraska) Portfolio holdings
AUM
$425M
This Quarter Return
+1.17%
1 Year Return
+16.01%
3 Year Return
+65.1%
5 Year Return
+123.73%
10 Year Return
+268.27%
AUM
$199M
AUM Growth
+$199M
(+7%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
5.47%
Top 10 Holdings %
Top 10 Hldgs %
41.13%
Holding
70
New
3
Increased
20
Reduced
12
Closed
16
Top Buys
| 1 |
ESV
Ensco Rowan plc
ESV
|
$8.39M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$723K |
| 3 |
Walmart
WMT
|
$504K |
| 4 |
Honda
HMC
|
$296K |
| 5 |
Cisco
CSCO
|
$268K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$212K |
| 2 |
Microsoft
MSFT
|
$172K |
| 3 |
US Bancorp
USB
|
$66.9K |
| 4 |
Johnson & Johnson
JNJ
|
$65.8K |
| 5 |
Valero Energy
VLO
|
$63K |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Energy | 17.56% |
| 3 | Healthcare | 16.38% |
| 4 | Industrials | 10.31% |
| 5 | Financials | 9.64% |
