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
$3.47B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$53M
3
+$49.3M
4
ATCO
Atlas Corp.
ATCO
+$48.5M
5
AUY
Yamana Gold, Inc.
AUY
+$47.4M

Top Sells

1
+$143M
2
+$103M
3
+$96.2M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$93.6M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$85M

Sector Composition

1 Financials 43.49%
2 Technology 13.41%
3 Healthcare 11.65%
4 Industrials 11.2%
5 Energy 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.22M 0.09%
31,661
227
$3.21M 0.09%
+320,442
228
$3.2M 0.09%
+314,500
229
$3.05M 0.08%
+300,000
230
$2.99M 0.08%
292,803
231
$2.99M 0.08%
300,200
232
$2.98M 0.08%
299,996
233
$2.98M 0.08%
+288,947
234
$2.96M 0.08%
+287,623
235
$2.91M 0.08%
288,842
236
$2.9M 0.08%
+285,471
237
$2.88M 0.08%
264,799
+50,000
238
$2.85M 0.08%
291,288
239
$2.81M 0.08%
+278,743
240
$2.8M 0.08%
+273,010
241
$2.79M 0.08%
271,781
+136,010
242
$2.79M 0.08%
+277,365
243
$2.78M 0.08%
280,900
+115,000
244
$2.74M 0.08%
+272,216
245
$2.71M 0.07%
270,608
246
$2.7M 0.07%
+269,825
247
$2.61M 0.07%
256,189
248
$2.59M 0.07%
254,044
249
$2.56M 0.07%
250,000
250
$2.55M 0.07%
+247,801
8 9
10
11 12