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
$2.89B
AUM Growth
-$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$73.8M
3
+$66.3M
4
TECK icon
Teck Resources
TECK
+$57.6M
5
LSI
Life Storage, Inc.
LSI
+$45.5M

Top Sells

1
+$120M
2
+$79M
3
+$72M
4
AUY
Yamana Gold, Inc.
AUY
+$50M
5
SJR
Shaw Communications Inc.
SJR
+$41.2M

Sector Composition

1 Financials 36.87%
2 Healthcare 22.2%
3 Technology 15.63%
4 Industrials 6.9%
5 Materials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K ﹤0.01%
99,999
277
$7.2K ﹤0.01%
+40,000
278
$6.31K ﹤0.01%
50,000
279
$6.13K ﹤0.01%
87,498
280
$6K ﹤0.01%
99,999
281
$5.92K ﹤0.01%
+171,199
282
$5.5K ﹤0.01%
249,998
283
$5.24K ﹤0.01%
20,000
284
$5.24K ﹤0.01%
100,000
285
$4.58K ﹤0.01%
74,998
286
$4.12K ﹤0.01%
99,994
287
$3.24K ﹤0.01%
+100,000
288
$3.11K ﹤0.01%
+100,000
289
$3.03K ﹤0.01%
300,000
290
$2.62K ﹤0.01%
+74,998
291
$2.5K ﹤0.01%
+50,000
292
$2.17K ﹤0.01%
62,499
293
$2.17K ﹤0.01%
88,501
294
$2.15K ﹤0.01%
+74,998
295
$1.51K ﹤0.01%
49,996
296
$1.14K ﹤0.01%
113,509
297
$1.11K ﹤0.01%
100,000
298
$1.1K ﹤0.01%
92,073
299
$902 ﹤0.01%
26,913
300
$845 ﹤0.01%
50,000
10 11
12
13 14