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
276
$2.06M 0.06%
+200,000
277
$2.06M 0.06%
200,000
278
$2.04M 0.06%
200,000
279
$2.03M 0.06%
200,000
280
$2.02M 0.06%
200,000
281
$2.02M 0.06%
200,000
282
$2.02M 0.06%
200,000
283
$2.01M 0.06%
200,000
284
$2M 0.05%
197,876
+118,418
285
$1.95M 0.05%
190,927
286
$1.93M 0.05%
192,061
287
$1.88M 0.05%
184,149
288
$1.88M 0.05%
+182,633
289
$1.77M 0.05%
171,496
290
$1.75M 0.05%
+172,660
291
$1.74M 0.05%
193,403
292
$1.72M 0.05%
+167,756
293
$1.72M 0.05%
171,108
294
$1.69M 0.05%
+164,243
295
$1.69M 0.05%
+167,500
296
$1.64M 0.05%
162,400
297
$1.63M 0.04%
158,400
+38,050
298
$1.57M 0.04%
+155,655
299
$1.56M 0.04%
155,050
300
$1.54M 0.04%
150,000
10 11
12
13 14