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
326
$478K 0.01%
49,125
+37,874
327
$443K 0.01%
+200,000
328
$443K 0.01%
45,042
329
$443K 0.01%
6,287
330
$439K 0.01%
44,472
331
$405K 0.01%
41,985
332
$403K 0.01%
40,000
333
$386K 0.01%
39,000
334
$368K 0.01%
37,542
335
$359K 0.01%
44,689
-25,270
336
$339K 0.01%
4,706
337
$330K 0.01%
84,876
338
$329K 0.01%
33,203
339
$327K 0.01%
33,403
340
$323K 0.01%
33,203
341
$316K 0.01%
20,000
342
$280K 0.01%
28,278
343
$257K 0.01%
7,200
-150,600
344
$244K 0.01%
25,000
345
$236K 0.01%
23,593
346
$235K 0.01%
+17,511
347
$229K 0.01%
25,086
348
$218K 0.01%
17,967
349
$215K 0.01%
17,626
350
$201K 0.01%
+20,016
12 13
14
15 16