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
$208M
AUM Growth
+$7.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$112K
3
+$93.6K
4
JNJ icon
Johnson & Johnson
JNJ
+$92.9K
5
PG icon
Procter & Gamble
PG
+$74.9K

Top Sells

1
+$2.59M
2
+$2.46M
3
+$1.57M
4
BP icon
BP
BP
+$264K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$206K

Sector Composition

1 Healthcare 24.71%
2 Technology 18.19%
3 Industrials 15.67%
4 Financials 13.34%
5 Energy 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.16M 2.47%
21,577
+402
27
$1.27M 0.61%
5,405
-6,755
28
$237K 0.11%
2,000
29
$111K 0.05%
1,031
30
$104K 0.05%
1,268
31
$85K 0.04%
2,004
32
$40K 0.02%
500
33
$8K ﹤0.01%
651
34
– –
-60
35
– –
-381
1
2