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
$234M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$216K
3
+$146K
4
VLO icon
Valero Energy
VLO
+$129K
5
MCHP icon
Microchip Technology
MCHP
+$78K

Top Sells

1
+$1.34M
2
+$351K
3
+$218K
4
BDX icon
Becton Dickinson
BDX
+$211K
5
AAPL icon
Apple
AAPL
+$191K

Sector Composition

1 Technology 25.11%
2 Healthcare 22.14%
3 Financials 15.79%
4 Industrials 13.75%
5 Consumer Staples 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.92%
43,115
-2,658
27
$184K 0.08%
3,120
+20
28
$118K 0.05%
961
-70
29
$92K 0.04%
1,969
30
$75K 0.03%
+1,015
31
$55K 0.02%
500
32
$13K 0.01%
+82
33
$13K 0.01%
161
34
$13K 0.01%
+237
35
$11K ﹤0.01%
485
36
$10K ﹤0.01%
175
37
$6K ﹤0.01%
52
38
$4K ﹤0.01%
67
39
$4K ﹤0.01%
500
40
$3K ﹤0.01%
100
41
$3K ﹤0.01%
69
42
$3K ﹤0.01%
66
43
$2K ﹤0.01%
33
44
$2K ﹤0.01%
40
45
$0 ﹤0.01%
7
1
2