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
$359M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$93.6K
2
+$92.4K
3
+$69.1K
4
MDT icon
Medtronic
MDT
+$60.5K
5
BK icon
Bank of New York Mellon
BK
+$57K

Top Sells

1
+$1.73M
2
+$767K
3
+$410K
4
MSFT icon
Microsoft
MSFT
+$292K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$255K

Sector Composition

1 Technology 28.16%
2 Healthcare 17.92%
3 Industrials 14.63%
4 Financials 12.04%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 0.7%
28,536
-500
27
$2.47M 0.69%
154,853
-223
28
$2.39M 0.67%
11,312
-123
29
$2.18M 0.61%
64,675
+367
30
$939K 0.26%
5,070
-5
31
$922K 0.26%
4,085
32
$610K 0.17%
7,507
-127
33
$261K 0.07%
7,024
34
$193K 0.05%
1,275
35
$147K 0.04%
932
36
$138K 0.04%
340
-38
37
$132K 0.04%
2,295
38
$130K 0.04%
1,715
39
$97.6K 0.03%
560
40
$97.3K 0.03%
1,615
+210
41
$66K 0.02%
1,560
+250
42
$41.1K 0.01%
340
+80
43
$12.6K ﹤0.01%
273
44
$11.9K ﹤0.01%
45
45
– –
-24
46
– –
-111
1
2