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
301
$1.53M 0.04%
150,000
302
$1.53M 0.04%
150,000
303
$1.52M 0.04%
+150,000
304
$1.51M 0.04%
149,985
305
$1.51M 0.04%
150,000
306
$1.51M 0.04%
150,000
307
$1.51M 0.04%
+150,000
308
$1.5M 0.04%
150,000
309
$1.5M 0.04%
+150,000
310
$1.49M 0.04%
145,747
311
$1.46M 0.04%
90,967
-154,884
312
$1.43M 0.04%
141,700
313
$1.41M 0.04%
+138,100
314
$1.38M 0.04%
140,146
315
$1.38M 0.04%
+134,850
316
$1.37M 0.04%
136,464
317
$1.36M 0.04%
134,574
318
$1.35M 0.04%
264,935
319
$1.33M 0.04%
72,200
320
$1.28M 0.04%
+125,000
321
$1.28M 0.04%
125,000
322
$1.24M 0.03%
184,920
323
$1.22M 0.03%
121,165
324
$1.22M 0.03%
+121,173
325
$1.04M 0.03%
85,618
11 12
13
14 15