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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
$2.34B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$68.4M
3
+$62M
4
SWN
Southwestern Energy Company
SWN
+$59.1M
5
CHX
ChampionX
CHX
+$57.5M

Top Sells

1
+$324M
2
+$41.2M
3
+$38.6M
4
SP
SP Plus Corporation
SP
+$26.9M
5
JNPR
Juniper Networks
JNPR
+$21.4M

Sector Composition

1 Energy 20.51%
2 Financials 16.65%
3 Healthcare 15.63%
4 Industrials 9.14%
5 Consumer Discretionary 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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252
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253
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254
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255
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-88,501
256
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-93,251
257
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-179,693
258
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-329,000
259
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-200,000
260
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-150,000
261
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-378,936
262
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-257,368
263
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0
264
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-740,921
265
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-515,243
266
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-375,000
267
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-250,000
268
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-462,277
7 8 9 10
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