WCMNY
Westchester Capital Management (New York) Portfolio holdings
AUM
$1.71B
1-Year Return
19.36%
This Quarter Return
+21.78%
1 Year Return
+19.36%
3 Year Return
+86.49%
5 Year Return
+273.29%
10 Year Return
+875.92%
AUM
$2.68B
AUM Growth
+$603M
(+29%)
Cap. Flow
+$458M
Cap. Flow
% of AUM
17.11%
Top 10 Holdings %
Top 10 Hldgs %
56.38%
Holding
287
New
110
Increased
14
Reduced
45
Closed
80
Top Buys
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
+$142M |
| 2 |
IPHI
INPHI CORPORATION
IPHI
|
+$135M |
| 3 |
EV
Eaton Vance Corp.
EV
|
+$134M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$129M |
| 5 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
+$124M |
Top Sells
| 1 |
WMGI
Wright Medical Group Inc
WMGI
|
+$188M |
| 2 |
ETFC
E*Trade Financial Corporation
ETFC
|
+$174M |
| 3 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$128M |
| 4 |
TCO
Taubman Centers Inc.
TCO
|
+$64.9M |
| 5 |
ADSW
Advanced Disposal Services, Inc.
ADSW
|
+$59.4M |
Sector Composition
| 1 | Financials | 17.61% |
| 2 | Technology | 10.83% |
| 3 | Industrials | 6.77% |
| 4 | Healthcare | 6.1% |
| 5 | Communication Services | 5.84% |