WCMN

Westchester Capital Management (Nebraska) Portfolio holdings

AUM $484M
1-Year Est. Return 27.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$7.22M
3
+$7.05M
4
WMT icon
Walmart Inc
WMT
+$6.96M
5
CAT icon
Caterpillar
CAT
+$6.82M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 18.82%
2 Healthcare 17.41%
3 Technology 15.7%
4 Energy 12.84%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9K 0.01%
+700
52
– –
0
53
$3K ﹤0.01%
+140
1 2
3