WCMN

Westchester Capital Management (Nebraska) Portfolio holdings

AUM $484M
1-Year Est. Return 27.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$745K
2
+$656K
3
+$591K
4
WM icon
Waste Management
WM
+$492K
5
LOW icon
Lowe's Companies
LOW
+$191K

Top Sells

1
+$367K
2
+$176K
3
+$126K
4
CVS icon
CVS Health
CVS
+$92.9K
5
LMT icon
Lockheed Martin
LMT
+$79K

Sector Composition

1 Technology 26.15%
2 Healthcare 20.39%
3 Industrials 13.26%
4 Financials 11.38%
5 Consumer Staples 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2K ﹤0.01%
+290
52
$0 ﹤0.01%
+11
1 2
3