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
$310M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$555K
2 +$79.1K
3 +$75.9K
4
XOM icon
Exxon Mobil
XOM
+$67K
5
JPM icon
JPMorgan Chase
JPM
+$60.2K

Top Sells

1 +$299K
2 +$168K
3 +$125K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$52.7K
5
AAPL icon
Apple
AAPL
+$45.2K

Sector Composition

1 Technology 24.47%
2 Healthcare 21.84%
3 Industrials 14.44%
4 Financials 11.16%
5 Consumer Discretionary 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-132
52
$0 ﹤0.01%
10
53
-45