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
276
$1.24M 0.03%
125,000
277
$1.21M 0.03%
124,646
+91,443
278
$1.19M 0.03%
120,673
-12,126
279
$1.19M 0.03%
121,165
280
$1.17M 0.03%
+119,000
281
$1.13M 0.03%
115,552
282
$1.12M 0.03%
114,001
283
$1.04M 0.03%
+50,000
284
$1.03M 0.03%
85,618
-21,430
285
$1.02M 0.03%
100,000
286
$1M 0.03%
+100,000
287
$992K 0.03%
100,000
288
$989K 0.03%
100,000
289
$988K 0.03%
89,385
290
$986K 0.03%
100,242
291
$985K 0.03%
100,000
292
$984K 0.03%
100,000
293
$984K 0.03%
100,000
294
$984K 0.03%
100,000
295
$983K 0.03%
100,000
296
$982K 0.03%
100,000
297
$979K 0.03%
100,000
298
$978K 0.03%
100,000
299
$970K 0.03%
99,861
+75,727
300
$968K 0.03%
100,227
+227
10 11
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