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
$372M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$477K
2
+$255K
3
+$173K
4
CSCO icon
Cisco
CSCO
+$172K
5
NVDA icon
NVIDIA
NVDA
+$53.5K

Top Sells

1
+$1.32M
2
+$894K
3
+$647K
4
MSFT icon
Microsoft
MSFT
+$540K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$312K

Sector Composition

1 Technology 28.35%
2 Healthcare 16.94%
3 Industrials 15.06%
4 Financials 12.75%
5 Consumer Discretionary 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.76%
10,797
-506
27
$2.34M 0.63%
139,461
-11,402
28
$1.97M 0.53%
19,363
-8,777
29
$1.78M 0.48%
61,962
-2,713
30
$1.58M 0.43%
9,320
+2,810
31
$916K 0.25%
4,115
32
$402K 0.11%
5,195
-2,211
33
$237K 0.06%
6,299
-725
34
$150K 0.04%
1,025
35
$139K 0.04%
932
36
$134K 0.04%
2,295
37
$133K 0.04%
1,715
38
$131K 0.04%
2,640
+1,080
39
$109K 0.03%
250
-90
40
$105K 0.03%
560
41
$95.2K 0.03%
1,615
42
$47.9K 0.01%
340
43
$14.1K ﹤0.01%
273
44
$14K ﹤0.01%
45
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