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
$233M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$260K
2
+$153K
3
+$148K
4
VLO icon
Valero Energy
VLO
+$147K
5
BDX icon
Becton Dickinson
BDX
+$146K

Top Sells

1
+$165K
2
+$68.5K
3
+$61K
4
BK icon
Bank of New York Mellon
BK
+$60.5K
5
MCD icon
McDonald's
MCD
+$50.1K

Sector Composition

1 Healthcare 24.89%
2 Technology 21.81%
3 Industrials 15.37%
4 Financials 12.89%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.92M 2.11%
24,015
+587
27
$4.62M 1.98%
50,612
-750
28
$364K 0.16%
4,443
+3,175
29
$90K 0.04%
2,004
30
$74K 0.03%
631
-400
31
$61K 0.03%
500
-500
32
$45K 0.02%
500
33
$10K ﹤0.01%
+109
34
$8K ﹤0.01%
+160
35
$6K ﹤0.01%
500
-651
36
$5K ﹤0.01%
100
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