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

Top Buys

1 +$600K
2 +$88.5K
3 +$84K
4
XOM icon
Exxon Mobil
XOM
+$70K
5
JPM icon
JPMorgan Chase
JPM
+$66.1K

Top Sells

1 +$257K
2 +$193K
3 +$173K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$58.4K
5
AAPL icon
Apple
AAPL
+$51.3K

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
-149
52
$0 ﹤0.01%
10
53
-45