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
$396M
AUM Growth
-$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$426K
3
+$218K
4
MCD icon
McDonald's
MCD
+$147K
5
BDX icon
Becton Dickinson
BDX
+$133K

Top Sells

1
+$421K
2
+$414K
3
+$345K
4
WM icon
Waste Management
WM
+$340K
5
JPM icon
JPMorgan Chase
JPM
+$246K

Sector Composition

1 Technology 27.49%
2 Healthcare 15.47%
3 Industrials 14.72%
4 Financials 13.74%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 0.64%
131,956
-1,505
27
$1.91M 0.48%
10,489
-101
28
$1.73M 0.44%
60,849
-855
29
$1.73M 0.44%
10,477
+1,319
30
$906K 0.23%
4,111
-4
31
$400K 0.1%
3,235
+95
32
$374K 0.09%
4,795
-54
33
$290K 0.07%
7,024
34
$225K 0.06%
449
-14
35
$146K 0.04%
932
36
$133K 0.03%
2,295
37
$133K 0.03%
1,715
38
$130K 0.03%
560
39
$103K 0.03%
1,615
40
$99K 0.03%
540
41
$12.7K ﹤0.01%
200
-73
1
2