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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$7.44M
3
+$6.92M
4
PG icon
Procter & Gamble
PG
+$6.92M
5
CSCO icon
Cisco
CSCO
+$6.75M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 18.82%
2 Healthcare 17.41%
3 Technology 15.7%
4 Energy 12.84%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 2.13%
+96,811
27
$2.92M 1.85%
+104,142
28
$2.61M 1.65%
+124,143
29
$1.83M 1.16%
+112,847
30
$587K 0.37%
+24,613
31
$139K 0.09%
+1,175
32
$104K 0.07%
+1,156
33
$84K 0.05%
+2,104
34
$69K 0.04%
+1,200
35
$56K 0.04%
+2,100
36
$45K 0.03%
+666
37
$45K 0.03%
+375
38
$45K 0.03%
+1,023
39
$43K 0.03%
+2,970
40
$41K 0.03%
+500
41
$40K 0.03%
+1,847
42
$38K 0.02%
+622
43
$37K 0.02%
+500
44
$28K 0.02%
+628
45
$25K 0.02%
+639
46
$21K 0.01%
+300
47
$15K 0.01%
+260
48
$15K 0.01%
+1,100
49
$14K 0.01%
+1,000
50
$12K 0.01%
+200
1
2
3