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
$186M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$4.53M
3
+$1.6M
4
CAT icon
Caterpillar
CAT
+$1.53M
5
INTC icon
Intel
INTC
+$970K

Top Sells

1
+$6.2M
2
+$882K
3
+$477K
4
GE icon
GE Aerospace
GE
+$344K
5
TEN
Tsakos Energy Navigation Ltd
TEN
+$208K

Sector Composition

1 Technology 19.32%
2 Healthcare 16.73%
3 Energy 13.46%
4 Industrials 10.88%
5 Consumer Discretionary 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15K 0.01%
956
52
$14K 0.01%
300
53
$11K 0.01%
300
54
$10K 0.01%
100
55
$10K 0.01%
100
56
$10K 0.01%
+152
57
$10K 0.01%
+231
58
$10K 0.01%
250
59
$7K ﹤0.01%
+182
60
$7K ﹤0.01%
100
61
$6K ﹤0.01%
+30
62
$5K ﹤0.01%
50
63
$5K ﹤0.01%
69
64
$5K ﹤0.01%
140
65
$4K ﹤0.01%
250
66
– –
0
67
$2K ﹤0.01%
+50
68
– –
-291
69
– –
-62,066
70
– –
-509
71
– –
-500
72
– –
-1,200
1 2
3