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
$317M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$556K
2
+$350K
3
+$350K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$350K
5
CAG icon
Conagra Brands
CAG
+$260K

Top Sells

1
+$414K
2
+$353K
3
+$270K
4
CAT icon
Caterpillar
CAT
+$243K
5
MSFT icon
Microsoft
MSFT
+$185K

Sector Composition

1 Technology 26.99%
2 Healthcare 23.61%
3 Industrials 13.25%
4 Financials 10.91%
5 Communication Services 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1K ﹤0.01%
+50
52
$1K ﹤0.01%
+100
53
$1K ﹤0.01%
+20
54
$0 ﹤0.01%
+20
55
– –
-2,225
56
$0 ﹤0.01%
1
1 2
3