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
$222M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$3.31M
3
+$1.92M
4
AAPL icon
Apple
AAPL
+$1.17M
5
ZBH icon
Zimmer Biomet
ZBH
+$726K

Top Sells

1
+$102K
2
+$68.8K
3
+$57.8K

Sector Composition

1 Healthcare 26.04%
2 Technology 21.27%
3 Industrials 14.08%
4 Financials 11.06%
5 Energy 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 5.22%
209,980
+3,103
2
$11.3M 5.08%
108,737
+18,485
3
$10.7M 4.83%
70,424
+168
4
$9.55M 4.3%
350,528
+43,040
5
$9.44M 4.25%
66,509
+23,305
6
$9.31M 4.19%
287,873
+12,234
7
$9.27M 4.17%
115,927
-723
8
$9.17M 4.13%
160,524
+5,796
9
$9M 4.05%
152,567
-1,733
10
$8.99M 4.05%
60,708
+732
11
$8.42M 3.79%
316,022
+3,472
12
$8.35M 3.76%
293,428
+8,199
13
$8.1M 3.65%
64,407
+2,019
14
$7.89M 3.55%
72,910
+2,841
15
$7.82M 3.52%
95,029
+3,729
16
$7.74M 3.49%
28,890
+1,015
17
$7.56M 3.41%
205,368
+8,721
18
$7.53M 3.39%
+262,750
19
$7.39M 3.33%
96,578
+1,769
20
$7.28M 3.28%
318,741
+15,033
21
$7.23M 3.26%
69,879
+7,010
22
$6.61M 2.97%
260,132
+8,388
23
$6.08M 2.74%
94,791
-1,072
24
$5.53M 2.49%
196,577
+639
25
$4.42M 1.99%
161,759
+1,782
1
2