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

Top Buys

1
+$9.05M
2
+$1.51M
3
+$579K
4
HMC icon
Honda
HMC
+$475K
5
WMT icon
Walmart
WMT
+$316K

Top Sells

1
+$7.34M
2
+$69.6K
3
+$48.5K
4
CAT icon
Caterpillar
CAT
+$45.6K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$38.3K

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
– –
-65
55
– –
-70
56
– –
-111,875
57
– –
-140
1 2
3