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
$235M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$110K
3
+$108K
4
JNJ icon
Johnson & Johnson
JNJ
+$52.9K
5
CVS icon
CVS Health
CVS
+$47.9K

Top Sells

1
+$3.37M
2
+$217K
3
+$175K
4
MSFT icon
Microsoft
MSFT
+$117K
5
CSCO icon
Cisco
CSCO
+$98.8K

Sector Composition

1 Technology 25.02%
2 Healthcare 22.47%
3 Financials 16.51%
4 Industrials 13.74%
5 Energy 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.71M 1.58%
22,273
-85
27
$146K 0.06%
2,580
+400
28
$130K 0.06%
1,031
29
$86K 0.04%
1,969
30
$49K 0.02%
500
31
$6K ﹤0.01%
500
32
$5K ﹤0.01%
+52
33
$5K ﹤0.01%
100
34
– –
-825
1
2