WCMN

Westchester Capital Management (Nebraska) Portfolio holdings

AUM $465M
1-Year Est. Return 20.67%
This Quarter Est. Return
1 Year Est. Return
+20.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$723K
3
+$504K
4
HMC icon
Honda
HMC
+$296K
5
CSCO icon
Cisco
CSCO
+$268K

Top Sells

1
+$212K
2
+$172K
3
+$66.9K
4
JNJ icon
Johnson & Johnson
JNJ
+$65.8K
5
VLO icon
Valero Energy
VLO
+$63K

Sector Composition

1 Technology 18.87%
2 Energy 17.56%
3 Healthcare 16.38%
4 Industrials 10.31%
5 Financials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$11K 0.01%
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$5K ﹤0.01%
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54
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