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
$328M
AUM Growth
-$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$693K
2
+$657K
3
+$538K
4
CAT icon
Caterpillar
CAT
+$421K
5
VZ icon
Verizon
VZ
+$346K

Top Sells

1
+$12.9M
2
+$1.02M
3
+$27.7K
4
PFE icon
Pfizer
PFE
+$22.8K
5
ABBV icon
AbbVie
ABBV
+$22.3K

Sector Composition

1 Technology 24.53%
2 Healthcare 22.99%
3 Industrials 14.15%
4 Financials 11.06%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3K ﹤0.01%
45
52
$2K ﹤0.01%
149
53
– –
-290
54
– –
-11
55
$0 ﹤0.01%
+10
56
– –
-96
1 2
3