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
301
$960K 0.03%
100,000
302
$929K 0.03%
94,500
303
$897K 0.03%
91,014
304
$892K 0.02%
90,690
305
$885K 0.02%
90,000
306
$877K 0.02%
90,150
307
$872K 0.02%
86,844
308
$849K 0.02%
86,100
309
$832K 0.02%
84,372
310
$823K 0.02%
84,063
311
$763K 0.02%
77,691
312
$755K 0.02%
+77,636
313
$742K 0.02%
75,000
314
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75,000
315
$693K 0.02%
70,000
316
$590K 0.02%
60,116
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317
$583K 0.02%
56,795
318
$577K 0.02%
59,000
319
$567K 0.02%
50,000
320
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321
$525K 0.01%
53,550
322
$503K 0.01%
50,000
323
$494K 0.01%
50,305
324
$492K 0.01%
50,000
325
$480K 0.01%
48,888
11 12
13
14 15