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
$392M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$623K
2
+$295K
3
+$228K
4
AMZN icon
Amazon
AMZN
+$197K
5
BA icon
Boeing
BA
+$12.7K

Top Sells

1
+$1.79M
2
+$1.05M
3
+$472K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$426K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$386K

Sector Composition

1 Technology 27.81%
2 Healthcare 19.68%
3 Industrials 12.26%
4 Financials 11.19%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.86M 0.99%
207,981
-3,560
27
$3.74M 0.96%
22,440
+1,180
28
$2.32M 0.59%
11,508
+63
29
$2.27M 0.58%
38,617
-786
30
$2.08M 0.53%
61,012
-50
31
$911K 0.23%
5,246
32
$830K 0.21%
3,212
-22
33
$270K 0.07%
19,937
-6,310
34
$218K 0.06%
500
35
$140K 0.04%
2,295
36
$139K 0.04%
1,715
37
$125K 0.03%
1,062
38
$92K 0.02%
560
39
$83K 0.02%
1,405
40
$52K 0.01%
1,760
41
$16K ﹤0.01%
45
42
$16K ﹤0.01%
309
43
$9K ﹤0.01%
40
44
$5K ﹤0.01%
75
45
$5K ﹤0.01%
132
46
$4K ﹤0.01%
73
47
$3K ﹤0.01%
149
48
$2K ﹤0.01%
45
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