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
$3.21B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$96.8M
3
+$73.7M
4
SIMO icon
Silicon Motion
SIMO
+$68.4M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$66.6M

Top Sells

1
+$229M
2
+$149M
3
+$68.6M
4
PBCT
People's United Financial Inc
PBCT
+$59.3M
5
T icon
AT&T
T
+$39M

Sector Composition

1 Financials 27.07%
2 Technology 23.83%
3 Healthcare 9.49%
4 Communication Services 9.16%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.51M 0.04%
72,200
-1,863,356
252
$1.51M 0.04%
150,000
253
$1.5M 0.04%
150,000
254
$1.5M 0.04%
150,000
255
$1.5M 0.04%
150,000
256
$1.49M 0.04%
150,000
257
$1.49M 0.04%
150,000
258
$1.47M 0.04%
150,000
259
$1.47M 0.04%
150,000
260
$1.47M 0.04%
150,000
261
$1.47M 0.04%
149,985
262
$1.47M 0.04%
150,000
263
$1.47M 0.04%
150,000
264
$1.47M 0.04%
150,000
265
$1.47M 0.04%
150,000
266
$1.47M 0.04%
150,000
267
$1.43M 0.04%
146,108
268
$1.4M 0.04%
141,700
269
$1.38M 0.04%
184,920
270
$1.38M 0.04%
264,935
271
$1.36M 0.04%
135,771
272
$1.34M 0.04%
+136,464
273
$1.32M 0.04%
134,574
274
$1.25M 0.03%
124,998
275
$1.24M 0.03%
126,574
+24,000
9 10
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