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
$2.89B
AUM Growth
-$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$73.8M
3
+$66.3M
4
TECK icon
Teck Resources
TECK
+$57.6M
5
LSI
Life Storage, Inc.
LSI
+$45.5M

Top Sells

1
+$120M
2
+$79M
3
+$72M
4
AUY
Yamana Gold, Inc.
AUY
+$50M
5
SJR
Shaw Communications Inc.
SJR
+$41.2M

Sector Composition

1 Financials 36.87%
2 Healthcare 22.2%
3 Technology 15.63%
4 Industrials 6.9%
5 Materials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$437K 0.01%
40,000
227
$344K 0.01%
44,689
228
$337K 0.01%
31,500
+16,300
229
$327K 0.01%
84,876
230
$275K 0.01%
26,286
231
$246K 0.01%
25,086
232
$234K 0.01%
23,593
233
$233K 0.01%
+20,000
234
$217K 0.01%
17,626
235
$197K 0.01%
16,136
236
$189K 0.01%
393,327
237
$188K 0.01%
4,706
238
$155K ﹤0.01%
+22,996
239
$144K ﹤0.01%
11,127
240
$119K ﹤0.01%
570,593
241
$116K ﹤0.01%
64,964
242
$70K ﹤0.01%
140,088
243
$69.8K ﹤0.01%
+465,000
244
$67.4K ﹤0.01%
336,653
245
$65.9K ﹤0.01%
6,213
246
$65.2K ﹤0.01%
31,189
247
$64.6K ﹤0.01%
425,000
248
$62.7K ﹤0.01%
+5,908
249
$51.2K ﹤0.01%
176,458
250
$46.6K ﹤0.01%
58,261
8 9
10
11 12