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
$3.17B
AUM Growth
-$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$81.4M
3
+$79.8M
4
CLDR
Cloudera, Inc.
CLDR
+$63.2M
5
KSU
Kansas City Southern
KSU
+$52.9M

Top Sells

1
+$275M
2
+$255M
3
+$208M
4
MXIM
Maxim Integrated Products
MXIM
+$207M
5
PFPT
Proofpoint, Inc.
PFPT
+$126M

Sector Composition

1 Financials 16.5%
2 Healthcare 14.35%
3 Technology 13.89%
4 Industrials 12.2%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$504K 0.01%
50,000
252
$502K 0.01%
50,305
253
$502K 0.01%
50,000
254
$497K 0.01%
50,000
255
$495K 0.01%
50,000
256
$493K 0.01%
50,000
257
$486K 0.01%
+50,000
258
$484K 0.01%
48,888
259
$448K 0.01%
45,042
260
$441K 0.01%
44,472
261
$432K 0.01%
+4,962
262
$413K 0.01%
4,100
-26,300
263
$386K 0.01%
39,000
264
$378K 0.01%
84,876
+20,396
265
$378K 0.01%
329,999
266
$373K 0.01%
249,997
267
$357K 0.01%
227,128
268
$337K 0.01%
372,290
269
$330K 0.01%
471,267
270
$324K 0.01%
+37,221
271
$319K 0.01%
219,925
272
$308K 0.01%
377,552
273
$303K 0.01%
263,149
274
$297K 0.01%
+300,000
275
$282K 0.01%
28,278
9 10
11
12 13