WCMN

Westchester Capital Management (Nebraska) Portfolio holdings

AUM $425M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$2.87M
3
+$951K
4
PEP icon
PepsiCo
PEP
+$742K
5
PG icon
Procter & Gamble
PG
+$556K

Top Sells

1
+$10.7M
2
+$187K
3
+$106K
4
CAT icon
Caterpillar
CAT
+$101K
5
JPM icon
JPMorgan Chase
JPM
+$95.6K

Sector Composition

1 Technology 26.4%
2 Healthcare 18.78%
3 Industrials 13.92%
4 Financials 11.28%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-52
52
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-50
53
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-20
54
$0 ﹤0.01%
25
-50
55
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-20
56
– –
-50
57
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-1
58
– –
-71,341
59
– –
-100
60
$0 ﹤0.01%
+156
1 2
3