WCMN

Westchester Capital Management (Nebraska) Portfolio holdings

AUM $465M
1-Year Est. Return 20.67%
This Quarter Est. Return
1 Year Est. Return
+20.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
-$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$7.87M
3
+$198K
4
PG icon
Procter & Gamble
PG
+$157K
5
GE icon
GE Aerospace
GE
+$132K

Top Sells

1
+$7.53M
2
+$4.59M
3
+$864K
4
AAPL icon
Apple
AAPL
+$747K
5
CSCO icon
Cisco
CSCO
+$693K

Sector Composition

1 Technology 24.39%
2 Healthcare 22.05%
3 Financials 16.83%
4 Industrials 14.71%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 1.59%
22,358
-418
27
$118K 0.05%
1,031
28
$113K 0.05%
2,180
+2,020
29
$86K 0.04%
1,969
30
$47K 0.02%
500
31
$26K 0.01%
825
-1,675
32
$6K ﹤0.01%
500
33
$5K ﹤0.01%
100
34
– –
-48,627
35
– –
-195,648
36
– –
-500
1
2