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WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $2.07B
1-Year Est. Return 26.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$104M
3
+$67.7M
4
VRNA
Verona Pharma
VRNA
+$50.5M
5
COOP
Mr. Cooper
COOP
+$43.8M

Top Sells

1
+$215M
2
+$95.8M
3
+$70.9M
4
KDK
Kodiak AI
KDK
+$43.4M
5
SKX
Skechers
SKX
+$34M

Sector Composition

1 Financials 43.21%
2 Communication Services 13.94%
3 Industrials 10.54%
4 Technology 8.09%
5 Consumer Staples 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.3K ﹤0.01%
224,998
227
$28K ﹤0.01%
153,300
228
$27.9K ﹤0.01%
349,019
229
$24.7K ﹤0.01%
44,785
230
$24.6K ﹤0.01%
243,606
231
$24K ﹤0.01%
150,000
232
$18.1K ﹤0.01%
128,936
233
$18K ﹤0.01%
132,870
-75,200
234
$15K ﹤0.01%
49,999
235
$11.9K ﹤0.01%
9,923
236
$8.02K ﹤0.01%
145,837
237
$8.01K ﹤0.01%
100,000
238
$6.51K ﹤0.01%
124,999
239
$5.5K ﹤0.01%
99,994
240
$4.8K ﹤0.01%
87,498
241
$3K ﹤0.01%
74,998
242
$2.5K ﹤0.01%
62,499
243
$2.32K ﹤0.01%
85,801
244
$2.3K ﹤0.01%
92,073
245
$1.88K ﹤0.01%
26,913
246
$997 ﹤0.01%
74,998
247
– –
-149,998
248
– –
-154,583
249
– –
-1,304,619
250
– –
0
8 9
10
11 12