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
$328M
AUM Growth
-$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$623K
2 +$501K
3 +$468K
4
CAT icon
Caterpillar
CAT
+$357K
5
VZ icon
Verizon
VZ
+$347K

Top Sells

1 +$12.3M
2 +$1.07M
3 +$27.1K
4
PFE icon
Pfizer
PFE
+$23.5K
5
ABBV icon
AbbVie
ABBV
+$22.4K

Sector Composition

1 Technology 24.53%
2 Healthcare 22.99%
3 Industrials 14.15%
4 Financials 11.06%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3K ﹤0.01%
45
52
$2K ﹤0.01%
149
53
-290
54
$0 ﹤0.01%
+10
55
-11
56
-96