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
$211M
AUM Growth
-$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$7.48M
2 +$203K
3 +$157K
4
BP icon
BP
BP
+$146K
5
ZBH icon
Zimmer Biomet
ZBH
+$97.6K

Top Sells

1 +$4.77M
2 +$560K
3 +$555K
4
CAT icon
Caterpillar
CAT
+$328K
5
MSFT icon
Microsoft
MSFT
+$223K

Sector Composition

1 Technology 21.12%
2 Healthcare 20.19%
3 Industrials 13.83%
4 Energy 12.32%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-265
52
-260
53
-1,324
54
-50
55
-110,015
56
-16,588
57
-300