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WCMN

Westchester Capital Management (Nebraska) Portfolio holdings

AUM $497M
1-Year Est. Return 30.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$465M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$397K
3
+$268K
4
BND icon
Vanguard Total Bond Market
BND
+$220K
5
META icon
Meta Platforms (Facebook)
META
+$26.1K

Top Sells

1
+$744K
2
+$743K
3
+$648K
4
BNY
Bank of New York Mellon
BNY
+$557K
5
WMT icon
Walmart Inc
WMT
+$495K

Sector Composition

1 Technology 27.03%
2 Financials 16.09%
3 Industrials 14.4%
4 Healthcare 13.02%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4M 0.73%
120,338
-2,612
27
$2.16M 0.46%
9,988
-21
28
$2.1M 0.45%
11,235
29
$1.94M 0.42%
+2,896
30
$1.62M 0.35%
11,562
+110
31
$1.06M 0.23%
4,211
-30
32
$1.02M 0.22%
55,591
-2,543
33
$353K 0.08%
576
34
$304K 0.07%
6,911
35
$278K 0.06%
+1,912
36
$222K 0.05%
+2,988
37
$219K 0.05%
660
38
$145K 0.03%
932
39
$137K 0.03%
1,715
40
$135K 0.03%
2,295
41
$132K 0.03%
540
42
$96.1K 0.02%
1,449
43
$25.7K 0.01%
+35
1
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