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
$212M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$1.66M
3
+$563K
4
HMC icon
Honda
HMC
+$465K
5
WMT icon
Walmart Inc
WMT
+$324K

Top Sells

1
+$7.34M
2
+$69.6K
3
+$49.2K
4
CAT icon
Caterpillar
CAT
+$44.1K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$37.5K

Sector Composition

1 Healthcare 19.97%
2 Technology 19.31%
3 Energy 14.85%
4 Industrials 10.58%
5 Financials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12K 0.01%
300
52
$5K ﹤0.01%
+50
53
– –
0
54
– –
-70
55
– –
-65
56
– –
-111,875
57
– –
-140
1 2
3