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
$356M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$708K
2
+$384K
3
+$332K
4
INTC icon
Intel
INTC
+$225K
5
PG icon
Procter & Gamble
PG
+$153K

Top Sells

1
+$744K
2
+$650K
3
+$394K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$349K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$347K

Sector Composition

1 Technology 26.52%
2 Healthcare 18.9%
3 Industrials 13.48%
4 Financials 11.6%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-202
52
– –
-25
53
– –
-3
1 2
3