WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $2.13B
1-Year Est. Return 33.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$95.1M
2
+$45.6M
3
+$40.7M
4
CHX
ChampionX
CHX
+$36.1M
5
VSTO
Vista Outdoor Inc.
VSTO
+$34.5M

Top Sells

1
+$149M
2
+$77M
3
+$61.2M
4
MGRC icon
McGrath RentCorp
MGRC
+$56.4M
5
OLK
Olink Holding AB (publ) American Depositary Shares
OLK
+$56.1M

Sector Composition

1 Energy 20.81%
2 Financials 14.15%
3 Healthcare 13.96%
4 Technology 11.25%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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