WCMNY
Westchester Capital Management (New York) Portfolio holdings
AUM
$1.71B
This Quarter Return
+4.13%
1 Year Return
+19.36%
3 Year Return
+86.49%
5 Year Return
+273.29%
10 Year Return
+875.92%
AUM
$2.16B
AUM Growth
+$2.16B
(-7.6%)
Cap. Flow
-$209M
Cap. Flow
% of AUM
-9.66%
Top 10 Holdings %
Top 10 Hldgs %
56.11%
Holding
246
New
31
Increased
21
Reduced
35
Closed
61
Top Buys
| 1 |
Kellanova
K
|
$108M |
| 2 |
ENV
ENVESTNET, INC.
ENV
|
$45.7M |
| 3 |
HCP
HashiCorp, Inc. Class A Common Stock
HCP
|
$40.8M |
| 4 |
VSTO
Vista Outdoor Inc.
VSTO
|
$34.8M |
| 5 |
CHX
ChampionX
CHX
|
$34.5M |
Top Sells
Sector Composition
| 1 | Energy | 20.81% |
| 2 | Financials | 15.7% |
| 3 | Healthcare | 13.96% |
| 4 | Industrials | 10.11% |
| 5 | Technology | 9.7% |