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
$3.47B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$53M
3
+$49.3M
4
ATCO
Atlas Corp.
ATCO
+$48.5M
5
AUY
Yamana Gold, Inc.
AUY
+$47.4M

Top Sells

1
+$143M
2
+$103M
3
+$96.2M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$93.6M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$85M

Sector Composition

1 Financials 43.49%
2 Technology 13.41%
3 Healthcare 11.65%
4 Industrials 11.2%
5 Energy 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.54M 0.07%
251,510
252
$2.53M 0.07%
+246,805
253
$2.52M 0.07%
250,000
254
$2.51M 0.07%
250,000
255
$2.48M 0.07%
+245,149
256
$2.47M 0.07%
2,261
257
$2.46M 0.07%
+243,944
258
$2.46M 0.07%
243,655
+150,000
259
$2.45M 0.07%
240,388
+40,388
260
$2.39M 0.07%
+232,354
261
$2.39M 0.07%
240,162
262
$2.38M 0.07%
235,616
+160,509
263
$2.37M 0.07%
+229,721
264
$2.36M 0.06%
229,407
265
$2.34M 0.06%
231,716
266
$2.32M 0.06%
229,000
267
$2.31M 0.06%
+228,234
268
$2.31M 0.06%
+224,900
269
$2.27M 0.06%
225,000
+47,105
270
$2.26M 0.06%
+220,541
271
$2.22M 0.06%
216,594
272
$2.22M 0.06%
225,000
273
$2.13M 0.06%
212,063
274
$2.1M 0.06%
4,153
275
$2.08M 0.06%
+203,135
9 10
11
12 13