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
$388M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$651K
2 +$650K
3 +$583K
4
WM icon
Waste Management
WM
+$514K
5
AMZN icon
Amazon
AMZN
+$192K

Top Sells

1 +$381K
2 +$197K
3 +$138K
4
CVS icon
CVS Health
CVS
+$89.5K
5
LMT icon
Lockheed Martin
LMT
+$86.1K

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