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
276
$258K 0.01%
140,164
277
$256K 0.01%
320,401
278
$248K 0.01%
263,221
279
$246K 0.01%
25,000
280
$242K 0.01%
+249,998
281
$240K 0.01%
333,600
282
$224K 0.01%
340,662
283
$216K 0.01%
16,136
+6,525
284
$216K 0.01%
+828
285
$212K 0.01%
279,857
286
$212K 0.01%
370,593
287
$211K 0.01%
168,801
288
$203K 0.01%
184,047
289
$197K 0.01%
179,105
290
$196K 0.01%
20,000
291
$183K 0.01%
+147,837
292
$176K 0.01%
86,598
293
$176K 0.01%
11,127
294
$176K 0.01%
258,851
295
$175K 0.01%
284,575
296
$166K ﹤0.01%
79,614
297
$162K ﹤0.01%
231,449
298
$162K ﹤0.01%
16,184
299
$161K ﹤0.01%
223,577
300
$148K ﹤0.01%
192,048
10 11
12
13 14