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
$345M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$2.94M
3
+$973K
4
PEP icon
PepsiCo
PEP
+$720K
5
PG icon
Procter & Gamble
PG
+$535K

Top Sells

1
+$10.7M
2
+$178K
3
+$102K
4
JPM icon
JPMorgan Chase
JPM
+$90.3K
5
CAT icon
Caterpillar
CAT
+$90.3K

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
$0 ﹤0.01%
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$0 ﹤0.01%
25
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60
$0 ﹤0.01%
+156
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3