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
$282M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$882K
3
+$720K
4
AAPL icon
Apple
AAPL
+$503K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$366K

Top Sells

1
+$37.7K
2
+$28.1K
3
+$24.3K
4
PG icon
Procter & Gamble
PG
+$17.9K
5
MCD icon
McDonald's
MCD
+$17.6K

Sector Composition

1 Technology 27.25%
2 Healthcare 23.69%
3 Industrials 13.65%
4 Financials 10.37%
5 Consumer Staples 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.31M 1.53%
200,301
+33,451
27
$1.98M 0.7%
55,405
+55
28
$1.92M 0.68%
11,635
+35
29
$1.25M 0.44%
40,300
-205
30
$142K 0.05%
+1,715
31
$142K 0.05%
+2,295
32
$97K 0.03%
1,969
33
$76K 0.03%
1,062
34
$58K 0.02%
2,225
35
$56K 0.02%
560
36
$34K 0.01%
575
37
$22K 0.01%
250
38
$22K 0.01%
400
39
$15K 0.01%
430
40
$9K ﹤0.01%
52
41
$3K ﹤0.01%
73
42
$3K ﹤0.01%
500
43
$1K ﹤0.01%
75
44
– –
-113
45
$0 ﹤0.01%
1
1
2