WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $1.71B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$96.8M
3
+$73.7M
4
SIMO icon
Silicon Motion
SIMO
+$68.4M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$66.6M

Top Sells

1
+$229M
2
+$149M
3
+$68.6M
4
PBCT
People's United Financial Inc
PBCT
+$59.3M
5
T icon
AT&T
T
+$39M

Sector Composition

1 Financials 27.07%
2 Technology 23.83%
3 Healthcare 9.49%
4 Communication Services 9.16%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.99M 0.06%
200,000
227
$1.98M 0.06%
+200,000
228
$1.97M 0.06%
200,000
229
$1.97M 0.05%
200,000
230
$1.97M 0.05%
200,000
231
$1.96M 0.05%
200,000
232
$1.96M 0.05%
67,809
-176,291
233
$1.95M 0.05%
200,000
234
$1.92M 0.05%
200,000
235
$1.9M 0.05%
193,978
236
$1.9M 0.05%
193,403
237
$1.9M 0.05%
192,923
238
$1.89M 0.05%
190,927
+1,019
239
$1.88M 0.05%
191,050
240
$1.86M 0.05%
200,000
241
$1.86M 0.05%
190,880
242
$1.85M 0.05%
187,277
243
$1.85M 0.05%
184,149
244
$1.79M 0.05%
+186,151
245
$1.76M 0.05%
175,000
246
$1.72M 0.05%
177,420
+200
247
$1.71M 0.05%
175,000
248
$1.68M 0.05%
+165,590
249
$1.61M 0.04%
165,900
250
$1.59M 0.04%
162,400
8 9
10
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