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

Top Buys

1
+$639K
2
+$351K
3
+$348K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$347K
5
CAG icon
Conagra Brands
CAG
+$260K

Top Sells

1
+$415K
2
+$389K
3
+$296K
4
CAT icon
Caterpillar
CAT
+$260K
5
MSFT icon
Microsoft
MSFT
+$192K

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%
75
52
$1K ﹤0.01%
+50
53
$1K ﹤0.01%
+100
54
$0 ﹤0.01%
+20
55
– –
-2,225
56
$0 ﹤0.01%
1
1 2
3