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
$215M
AUM Growth
-$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$16.7K
2
+$12K
3
+$10K
4
VZ icon
Verizon
VZ
+$4.29K
5
BG icon
Bunge Global
BG
+$4K

Top Sells

1
+$486K
2
+$463K
3
+$396K
4
DIS icon
Walt Disney
DIS
+$395K
5
BDX icon
Becton Dickinson
BDX
+$380K

Sector Composition

1 Healthcare 23.83%
2 Technology 23.72%
3 Financials 16.07%
4 Industrials 13.27%
5 Consumer Staples 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.77%
45,773
-13,406
27
$162K 0.08%
3,100
+320
28
$112K 0.05%
1,031
29
$93K 0.04%
1,969
30
$48K 0.02%
500
31
$12K 0.01%
+161
32
$10K ﹤0.01%
+485
33
$10K ﹤0.01%
175
+75
34
$5K ﹤0.01%
52
35
$4K ﹤0.01%
+67
36
$4K ﹤0.01%
500
37
$3K ﹤0.01%
+66
38
$2K ﹤0.01%
+100
39
$2K ﹤0.01%
+69
40
$2K ﹤0.01%
+33
41
$2K ﹤0.01%
+40
42
$0 ﹤0.01%
+7
43
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